Can the bypass trust provide seed capital for a new business started by an heir?
The question of whether a bypass trust, also known as a credit shelter trust, can provide seed capital for a …
Wildomar Estate Planning
Can a special needs trust fund content creation for awareness campaigns?
The question of whether a Special Needs Trust (SNT) can fund content creation for awareness campaigns is complex, hinging on …
Can a testamentary trust mandate support for bilingual education?
The question of whether a testamentary trust can mandate support for bilingual education is complex, touching on the boundaries of …
Can I build succession planning triggers into the trust?
Succession planning within a trust is not just about naming beneficiaries; it’s about strategically outlining *when* and *how* assets are …
Can I dictate succession rules for family heirlooms separately from financial assets?
Yes, you absolutely can, and often should, dictate succession rules for family heirlooms separately from your financial assets like cash, …