What happens to the funds when the beneficiary dies?
When a beneficiary of a trust or estate plan passes away, the fate of the funds depends heavily on how …
Escondido Estate Planning
Can a bypass trust have flexible provisions for unique beneficiary needs?
Absolutely, a bypass trust, also known as a credit shelter trust or an A-B trust (though less common now due …
Do I need a lawyer to name a trustee?
The question of whether you *need* a lawyer to name a trustee for your living trust is a common one, …
Can the CRT be tied to a beneficiary’s academic performance?
Charitable Remainder Trusts (CRTs) are irrevocable trusts that allow donors to receive an income stream for a specified period, with …
Can I prevent future amendments to an irrevocable trust?
Irrevocable trusts, by their very nature, are designed to be resistant to change, offering asset protection and specific distribution instructions …