Can a bypass trust be used to offset housing instability in family members?
The question of whether a bypass trust can alleviate housing instability within a family is complex, requiring careful consideration of …
Escondido Estate Planning
How is conflict of interest handled in testamentary trust administration?
Testamentary trust administration, the process of managing a trust created through a will, often presents complex challenges, and among the …
Can a CRT hold commodities or futures contracts?
Community Property Trusts (CRTs) are versatile estate planning tools in California, but their ability to hold complex assets like commodities …
Can beneficiaries be changed in an irrevocable trust?
Irrevocable trusts are designed to be, well, irrevocable – meaning generally, once established, their terms are very difficult to alter, …
Can I allow for multigenerational inheritance rollover structures?
The concept of multigenerational wealth transfer, facilitated by carefully constructed trust structures, is becoming increasingly popular as families seek to …