Can I limit the number of trust asset sales per year?
Navigating the complexities of trust administration often brings up questions about flexibility and control, and one frequently asked question is …
Wildomar Estate Planning
Can the bypass trust purchase real property in the name of a minor beneficiary?
The question of whether a bypass trust can purchase real property in the name of a minor beneficiary is a …
Can I specify educational milestones for distributions to grandchildren?
Establishing a trust allows for a remarkable degree of control, even extending to how and when your grandchildren receive their …
Can I build donor legacy milestones into a CRT agreement?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can a bypass trust provide support for a beneficiary with substance abuse issues?
The question of whether a bypass trust can effectively support a beneficiary struggling with substance abuse is complex, demanding careful …