Can I structure a trust to provide multi-generational tax efficiency?
Absolutely, strategically structuring a trust can be a cornerstone of multi-generational wealth transfer and significant tax efficiency, allowing assets to …
Escondido Estate Planning
Can the trust invest in real estate development projects?
Yes, a trust can indeed invest in real estate development projects, but it’s a nuanced area requiring careful consideration and …
What happens to trust-owned timeshares or vacation properties?
Timeshares and vacation properties held within a trust present unique considerations for estate planning, differing significantly from straightforward asset transfers; …
Can I fund mobile estate apps to guide beneficiaries post-distribution?
The question of funding mobile estate apps to assist beneficiaries after asset distribution is gaining traction as estate planning evolves …
Can the trust require trustees to hold advanced fiduciary credentials?
The question of whether a trust can require trustees to hold advanced fiduciary credentials is becoming increasingly common as individuals …