Can the bypass trust terminate early based on financial triggers?
The question of whether a bypass trust, also known as a credit shelter trust, can terminate early due to financial …
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Can siblings contribute to a special needs trust?
Absolutely, siblings can contribute to a special needs trust, and often do, playing a crucial role in securing the future …
Can the trust receive additional assets after my death?
Yes, a trust can absolutely receive additional assets after your passing, and this is a common and beneficial feature of …
Can I include a community reintegration bonus for specific accomplishments?
The concept of a “community reintegration bonus” tied to accomplishments within a trust or estate plan, while not a standard …
Do trustees get paid?
The question of whether trustees get paid is a common one, and the answer is nuanced, varying by state law, …
Can I assign a backup charity if the original one no longer exists?
Planning for the distribution of your assets after you’re gone is a thoughtful act, and often includes designating charitable beneficiaries. …
Can I split management of physical vs. digital trust assets between trustees?
The question of dividing asset management responsibilities between trustees – specifically separating physical and digital assets within a trust – …
Can a CRT be used to create a scholarship fund after termination?
A Charitable Remainder Trust (CRT) can indeed be strategically designed to ultimately fund a scholarship after its termination, offering a …
Can the trustee distribute only a portion of interest income?
As an estate planning attorney in Wildomar, I frequently encounter questions about the flexibility trustees have when distributing income to …
How do I close out an issue with a contested will?
The mahogany table gleamed under the chandelier, reflecting the tension in the room. Uncle George’s last will was read aloud, …