Can a bypass trust provide funding for professional certifications?
A bypass trust, also known as a Tier 1 or Section 645 trust, is a powerful estate planning tool designed …
Wildomar Estate Planning
Can I limit access to trust records for certain parties?
The question of controlling access to trust records is a common one for those establishing trusts, and the answer is …
Can a testamentary trust specify use of ethical banking institutions?
The question of whether a testamentary trust can specify the use of ethical banking institutions is complex, falling into the …
Can I require annual meetings between trustees and beneficiaries?
The question of mandating annual meetings between trustees and beneficiaries is a common one, and the answer is nuanced, largely …
Can I consolidate my assets into one trust?
The question of whether you can consolidate your assets into one trust is a common one, and the answer is …