Can a testamentary trust support a spouse?
A testamentary trust, established through a will and taking effect after death, can absolutely provide support for a surviving spouse, …
Wildomar Estate Planning
Can the trust allow early access to capital for charitable emergencies?
Establishing a trust is a powerful tool for managing assets and ensuring your wishes are carried out, but many clients …
Can estate planning be used to avoid guardianship proceedings?
Estate planning, while often associated with wills and asset distribution after death, plays a surprisingly vital role in proactively avoiding …
Can I make quarterly disbursements conditional on market performance?
The idea of tying quarterly distributions from a trust to market performance is becoming increasingly popular, particularly among beneficiaries who …
Can a bypass trust operate under the laws of a different state for tax purposes?
The question of whether a bypass trust – also known as a credit shelter trust or an A-B trust – …