Can I name a charity as a partial remainder beneficiary of a bypass trust?
Yes, you absolutely can name a charity as a partial remainder beneficiary of a bypass trust, and it’s a strategy …
Wildomar Estate Planning
Can I grant decision-making to a committee rather than a single trustee?
The question of whether to appoint a committee to manage a trust, instead of a single trustee, is a common …
Can a bypass trust cover the educational expenses of a beneficiary’s spouse?
The question of whether a bypass trust—also known as a credit shelter trust—can cover the educational expenses of a beneficiary’s …
Can I require review of trust goals every decade?
Establishing a trust is a significant step in estate planning, designed to manage and distribute assets according to your wishes, …
What’s the difference between a trust and a probate estate?
Understanding the distinction between a trust and a probate estate is crucial for effective estate planning, as each impacts how …