Can I use a bypass trust for philanthropic purposes after my spouse’s death?
The utilization of a bypass trust, also known as a credit shelter trust or B Trust, for philanthropic endeavors following …
Wildomar Estate Planning
Can my estate plan reward heirs who serve in the military or public service?
Absolutely, your estate plan can be structured to incentivize and reward heirs who dedicate their lives to military or public …
Can the trust provide loans to family-owned startups with board approval?
Establishing a trust is a powerful tool for managing assets and ensuring their distribution according to your wishes, but its …
Can I use an irrevocable trust to support lifelong education?
The question of utilizing an irrevocable trust to fund ongoing educational pursuits, spanning a lifetime, is a sophisticated one, increasingly …
Can a bypass trust allow for inflation-adjusted distributions?
The question of whether a bypass trust – also known as a credit shelter trust or an A-B trust – …