Can a bypass trust fund the construction of an ADU for caregiving relatives?
The question of whether a bypass trust can fund the construction of an Accessory Dwelling Unit (ADU) for caregiving relatives …
Wildomar Estate Planning
Can I prohibit trustee investment in AI or emerging tech sectors?
The question of restricting a trustee’s investment choices, specifically prohibiting investment in rapidly evolving sectors like Artificial Intelligence (AI) or …
Can I name my trust as a beneficiary on insurance policies?
Yes, you absolutely can name your trust as a beneficiary on insurance policies, and in many cases, it’s a very …
Can a testamentary trust prohibit certain types of spending altogether?
A testamentary trust, established through a will and taking effect after death, offers a remarkable degree of control over how …
Can I create multiple bypass trusts with different terms for each branch of the family?
The question of establishing multiple bypass trusts, each tailored to a different branch of the family, is a common one …