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Escondido Estate Planning

Can the trust require the remainder charity to meet impact benchmarks?

June 5, 2025 by admin

Absolutely, a trust can and increasingly *should* require a remainder charity to meet specific impact benchmarks, moving beyond simply donating …

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Can I name a non-relative to manage my estate?

June 5, 2025 by admin

Absolutely, you can name a non-relative to manage your estate, and in many cases, it’s a strategically sound decision; while …

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Who else should know about the trust?

June 5, 2025 by admin

Establishing a trust with a Living Trust & Estate Planning Attorney like Steve Bliss in Escondido is a crucial step …

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Can I include a clause that the charity must meet diversity benchmarks?

June 5, 2025 by admin

The question of incorporating diversity benchmarks into charitable giving clauses within a trust or estate plan is gaining traction as …

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Can I fund environmental justice initiatives through the trust?

June 5, 2025 by admin

Absolutely, utilizing a trust to fund environmental justice initiatives is a powerful way to enact lasting change, aligning your estate …

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Recent Posts

  • Can the trust require the remainder charity to meet impact benchmarks?
  • Can I name a non-relative to manage my estate?
  • Who else should know about the trust?

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