Can a bypass trust continue for multiple generations?
The question of whether a bypass trust—also known as a credit shelter trust—can continue for multiple generations is a common …
Wildomar Estate Planning
Can the CRT trustee be empowered to replace a non-performing charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while receiving an income …
Can I restrict trustee actions to ESG-compliant funds only?
The question of whether a grantor can restrict trustee actions to ESG-compliant (Environmental, Social, and Governance) funds only is increasingly …
Can a special needs trust pay for privacy-enhancing virtual communication tools?
The question of whether a special needs trust (SNT) can cover the cost of privacy-enhancing virtual communication tools is increasingly …
Can the trust pay for customized orthotic devices?
Navigating the complexities of trust administration often leads to questions about permissible expenses, and whether those expenses extend to healthcare …