What is a testamentary trust?
A testamentary trust is a trust created within a will, taking effect only upon the death of the testator—the person …
Escondido Estate Planning
Can I cap annual disbursements based on inflation-adjusted figures?
The question of capping annual disbursements from a trust based on inflation-adjusted figures is a common one for Steve Bliss …
Can the trust establish a committee to monitor philanthropic impact?
Establishing a committee within a trust to specifically monitor philanthropic impact is not only possible but increasingly common, reflecting a …
Can testamentary trusts be used to hold equity in private startups?
Testamentary trusts, created through a will and taking effect after death, present a unique, yet increasingly relevant, strategy for holding …
Can the trust include family bonding funds for retreats or therapy?
Absolutely, a trust can be specifically designed to include funds earmarked for family bonding activities such as retreats or even …