Can I require algorithmic audits for investment automation in the trust?
The increasing sophistication of investment strategies, coupled with the rise of robo-advisors and algorithmic trading, has led many trustees to …
Escondido Estate Planning
Can I use a testamentary trust to ensure fair treatment of all heirs?
Testamentary trusts, created within a will, offer a powerful mechanism for ensuring equitable distribution of assets and fair treatment of …
Can a charitable remainder trust be used to benefit a disabled child?
A charitable remainder trust (CRT) can indeed be a valuable tool in estate planning, and specifically, can be structured to …
Can a trust include data-sharing policies with medical providers?
The question of whether a trust can include data-sharing policies with medical providers is increasingly relevant in our digital age, …
Can I donate a classic car to a CRT and still use it occasionally?
Donating a classic car to a Charitable Remainder Trust (CRT) is a fascinating estate planning strategy, but the question of …