Can I transfer my mortgage through my estate?
The question of whether a mortgage can be transferred through an estate is complex and depends heavily on the specific …
Escondido Estate Planning
Can a testamentary trust enforce an annual audit of trust assets?
Testamentary trusts, created through a will and taking effect after death, offer a powerful mechanism for managing assets and distributing …
Can a special needs trust pay for a legal name change process?
Navigating the complexities of special needs trusts often brings up questions about permissible expenses, and whether a legal name change …
Can I require a beneficiary to meet certain educational achievements?
The desire to incentivize a beneficiary’s future success, particularly through education, is a common one for those creating trusts. While …
How does a testamentary pet trust work?
A testamentary pet trust is created within a will and comes into effect only upon the death of the grantor, …