Can a bypass trust compensate an independent investment committee?
The question of compensating an independent investment committee overseeing a bypass trust is a complex one, riddled with legal and …
Wildomar Estate Planning
Can a trust distribute personal belongings?
Yes, a trust can absolutely distribute personal belongings, but the process isn’t as simple as just listing items and handing …
Can I tie distributions to volunteer work or service?
The question of whether you can tie distributions from a trust to volunteer work or service is a fascinating one, …
Can I use a charitable remainder trust to support a cause I care about?
A charitable remainder trust (CRT) is a powerful estate planning tool that allows individuals to support their favorite charities while …
Can the trust include co-decision-making clauses with mental health professionals?
The question of incorporating co-decision-making clauses involving mental health professionals into a trust is becoming increasingly relevant, especially as we …