Can the trust require the remainder charity to meet impact benchmarks?
Absolutely, a trust can and increasingly *should* require a remainder charity to meet specific impact benchmarks, moving beyond simply donating …
Escondido Estate Planning
Can I name a non-relative to manage my estate?
Absolutely, you can name a non-relative to manage your estate, and in many cases, it’s a strategically sound decision; while …
Who else should know about the trust?
Establishing a trust with a Living Trust & Estate Planning Attorney like Steve Bliss in Escondido is a crucial step …
Can I include a clause that the charity must meet diversity benchmarks?
The question of incorporating diversity benchmarks into charitable giving clauses within a trust or estate plan is gaining traction as …
Can I fund environmental justice initiatives through the trust?
Absolutely, utilizing a trust to fund environmental justice initiatives is a powerful way to enact lasting change, aligning your estate …