Can a bypass trust continue for multiple generations?
The concept of a bypass trust, also known as a credit shelter trust or an A-B trust (though less common …
Can a special needs trust cover digital subscriptions to news or magazines?
The question of whether a special needs trust (SNT) can cover digital subscriptions to news or magazines is a common …
Can I require a social worker on the trustee advisory team?
The question of integrating a social worker into a trustee advisory team is increasingly relevant, particularly in estate planning that …
Can I prioritize one beneficiary over another for business assets?
Navigating the complexities of estate planning, particularly when business assets are involved, often presents unique challenges for individuals seeking to …
Can I assign a backup charity if the original one no longer exists?
The question of assigning a backup charity within a trust or estate plan is a common and prudent one, and …
How do I avoid probate for forgotten assets?
The unfortunate reality is that many Americans have “forgotten assets”—unclaimed property, dormant bank accounts, or policies they’ve simply lost track …
Can a CRT be used to align charitable and environmental goals in a single plan?
A Charitable Remainder Trust (CRT) absolutely can be a powerful tool to align both charitable and environmental goals within a …
Can I require trustee participation in future-proofing workshops or education?
As an estate planning attorney in Wildomar, I often encounter clients wondering about the best ways to ensure their estate …
Can a trust designate control of my social media accounts?
The digital age has introduced a novel challenge to traditional estate planning: what happens to our online lives after we’re …
Can the trust fund an ongoing subscription to mental health check-in platforms?
The question of whether a trust can fund ongoing subscriptions to mental health check-in platforms is increasingly relevant in today’s …