Can I assign co-beneficiaries on a rotating schedule?
The question of assigning co-beneficiaries on a rotating schedule, while seemingly straightforward, delves into the complexities of trust and estate …
Escondido Estate Planning
Can a trustee be removed from a testamentary trust?
The question of removing a trustee from a testamentary trust—one created through a will—is a complex one, deeply rooted in …
Can the trust underwrite disability insurance for key beneficiaries?
The question of whether a trust can directly “underwrite” disability insurance for key beneficiaries isn’t quite accurate; trusts don’t issue …
Can I use a testamentary trust to explore democratic governance models in wealth distribution?
The concept of utilizing a testamentary trust to experiment with democratic governance models in wealth distribution is a fascinating, though …
Can I reward heirs who participate in restorative family history efforts?
The question of rewarding heirs for their involvement in restorative family history initiatives is a surprisingly common one, particularly as …