Can a bypass trust require a child to complete higher education before receiving funds?
The question of whether a bypass trust can require a child to complete higher education before receiving funds is a …
Wildomar Estate Planning
Can I include standards of conduct for representing the family name?
Estate planning isn’t merely about assets; it’s about values, legacy, and ensuring your wishes are honored, especially when it comes …
Can I require transparency in trust-funded business operations?
Trusts, while powerful tools for estate planning and asset protection, often raise questions about oversight, particularly when they involve active …
Can the bypass trust set aside funds for estate taxes at the second death?
The bypass trust, now more commonly referred to as an A-B trust or credit shelter trust, is a powerful estate …
Can I give heirs the option to delay their inheritance for tax benefits?
Absolutely, strategically delaying the distribution of an inheritance can offer significant tax benefits to your heirs, and it’s a common …