Can a bypass trust support a beneficiary’s legal defense?
The question of whether a bypass trust can support a beneficiary’s legal defense is complex, heavily dependent on the trust’s …
Escondido Estate Planning
Can I fund disaster insurance or relief plans through a testamentary trust?
The question of utilizing a testamentary trust to fund disaster insurance or relief plans is increasingly relevant, especially given the …
Can I require trustee rotation after a specific number of years?
The question of rotating trustees within a trust is a common one, and the answer is generally yes, with careful …
Can a corporate trustee be replaced?
The question of whether a corporate trustee can be replaced is a common one, especially as estate planning becomes increasingly …
Can I create a pooled special needs trust?
Navigating the financial future for a loved one with special needs requires careful planning, and a pooled special needs trust …