Can a bypass trust help shield wealth from future legislative tax changes?
The question of protecting wealth from unpredictable tax laws is increasingly relevant, and bypass trusts, also known as exemption trusts …
Wildomar Estate Planning
Can I provide income replacement for caregivers in my family?
The question of financially supporting family caregivers is becoming increasingly prevalent as the population ages and the demands on informal …
Can a CRT support a nonprofit media outlet?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, and while often associated with traditional charities like hospitals or universities, …
What fiduciary duties apply to co-trustees of a testamentary trust?
Co-trustees of a testamentary trust, established through a will, shoulder significant legal and ethical responsibilities, collectively known as fiduciary duties. …
Can a testamentary trust protect against creditors?
A testamentary trust, established through a will and taking effect after death, offers a degree of creditor protection, though it’s …