Can I fund a bypass trust with life insurance proceeds?
Yes, life insurance proceeds can absolutely be used to fund a bypass trust, also known as a credit shelter trust …
Escondido Estate Planning
Can I include business interests in a trust?
Yes, you absolutely can include business interests in a trust, and often it’s a very strategic move for both estate …
Can the trust support grief counseling for family trauma events?
Establishing a trust is often perceived as solely a financial endeavor, a way to manage assets and ensure their distribution …
Can I include provisions for inflation-adjusted income distributions?
The question of incorporating inflation-adjusted income distributions within a trust is increasingly relevant as economic conditions fluctuate and individuals seek …
Can I restrict beneficiaries from hiring certain advisors or firms?
The question of whether a grantor can restrict beneficiaries from hiring certain advisors or firms within a trust is complex, …