What happens to the funds when the beneficiary dies?
The fate of funds when a beneficiary of a trust or estate plan passes away is a surprisingly common question, …
Wildomar 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 – can, and often …
Do I need a lawyer to name a trustee?
Navigating the world of estate planning, particularly when it comes to trusts, often raises the question of legal necessity; while …
Can the CRT be tied to a beneficiary’s academic performance?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I prevent future amendments to an irrevocable trust?
Irrevocable trusts, by their very nature, are designed to be permanent and resistant to change, offering asset protection and specific …