Skip to content

Robinson Humphrey

  • Home
  • Contact

Wildomar Estate Planning

Can a CRT be part of a philanthropic exit strategy for business founders?

June 3, 2025 by admin

Charitable Remainder Trusts (CRTs) offer a sophisticated tool for business founders looking to exit their company while simultaneously fulfilling philanthropic …

Read more

Can a testamentary trust be used in estate equalization?

June 3, 2025 by admin

Estate equalization, the process of fairly distributing assets among heirs, can be complex, particularly when dealing with unequal asset values …

Read more

Can a bypass trust be transitioned into a donor-advised fund upon termination?

June 3, 2025 by admin

The question of whether a bypass trust can be transitioned into a donor-advised fund (DAF) upon termination is complex and …

Read more

Does Medicaid require repayment after the beneficiary dies?

June 3, 2025 by admin

Yes, Medicaid generally requires repayment of certain benefits after the beneficiary’s death, a process known as estate recovery. This isn’t …

Read more

Can I designate different beneficiaries for different asset types?

June 3, 2025 by admin

Absolutely, you can and often should designate different beneficiaries for different asset types, a common question for those considering estate …

Read more

Categories

  • Escondido Estate Planning
  • Escondido Probate
  • Point Loma Estate Planning Law
  • San Diego County
  • Temecula Estate Law
  • Temecula Estate Planning
  • Wildomar Estate Planning

Recent Posts

  • Can a special needs trust include protections against financial predators?
  • Can I include personal values or ethics in trust terms?
  • Can I include a data usage allowance in trust disbursements?

Follow Me

FacebookTwitterInstagram
  • Privacy Policy
  • Terms
  • Contact
Copyright© - 2025