Can a bypass trust cover the costs of legacy planning retreats for beneficiaries?
The question of whether a bypass trust can cover the costs of legacy planning retreats for beneficiaries is a nuanced …
Can I give a portion of my estate to a non-profit cooperative?
Absolutely, you can designate a portion of your estate to a non-profit cooperative through careful estate planning, though there are …
Can I make contributions to community housing part of trust terms?
The idea of incorporating charitable contributions, specifically towards community housing, within the terms of a trust is not only possible, …
Can I include a rotating scholarship grant within the trust?
Establishing a trust is a powerful tool for managing and distributing assets, but can it extend to ongoing initiatives like …
Can I update my estate plan after a divorce?
Divorce is a significant life event that necessitates a review and likely, an update to your estate plan. Failing to …
How do I include personal effects in my trust?
Successfully transferring ownership of personal property – jewelry, artwork, collectibles, even cherished family heirlooms – into a trust requires careful …
Can I restrict the trust from investing in high-risk emerging markets?
As an estate planning attorney in Wildomar, I frequently encounter clients concerned about the investment strategies within their trusts, and …
Can I put rental property in an irrevocable trust?
Yes, you absolutely can place rental property within an irrevocable trust, but it requires careful consideration and planning to ensure …
What is a beneficiary of a trust?
A beneficiary of a trust is the individual or entity who will ultimately receive benefits from the assets held within …
Can a testamentary trust limit the amount of distributions over time?
Yes, a testamentary trust absolutely can – and often should – limit the amount of distributions over time, offering a …