Can a bypass trust support access to legal services for estate planning?
The question of whether a bypass trust can directly fund legal services for estate planning is nuanced, but generally, yes, …
Wildomar Estate Planning
Can I set aside part of the trust for climate disaster relief affecting heirs?
The increasing frequency and severity of climate-related disasters – from wildfires and hurricanes to floods and droughts – are prompting …
Can I require the trustee to report to a board of advisors?
Establishing a trust is a powerful tool for managing and distributing assets, but it’s natural to want to maintain oversight …
Can a special needs trust fund digital archive access for disability research?
The question of whether a special needs trust (SNT) can fund digital archive access for disability research is complex, hinging …
Can I include contingency clauses for divorce or bankruptcy in my estate?
The question of incorporating contingency clauses addressing divorce or bankruptcy within an estate plan is a common one, and the …