Can I leave funds for religious pilgrimage or tradition-based travel?
Yes, you absolutely can leave funds for religious pilgrimage or tradition-based travel within your estate plan, and it’s a surprisingly …
Escondido Estate Planning
Can a no-contest clause protect my trust from being challenged?
A no-contest clause, also known as an “in terrorem” clause, is a provision within a trust or will that attempts …
Can I require the trustee to publish a public benefit report annually?
The question of whether you can require a trustee to publish an annual public benefit report is complex and depends …
Can a trust be converted from first-party to third-party?
The conversion of a trust from first-party (also known as self-settled) to third-party is a complex area of estate planning, …
Can a testamentary trust provide for home maintenance or repair?
Yes, a testamentary trust can absolutely provide for home maintenance and repair, and it’s a surprisingly common and effective way …