Can I require a trustee succession plan?
Absolutely, proactively planning for trustee succession is a crucial, yet often overlooked, aspect of effective estate planning, ensuring a smooth …
Wildomar Estate Planning
Can a bypass trust make loans instead of outright distributions?
The question of whether a bypass trust—also known as a credit shelter trust—can make loans instead of outright distributions is …
Can I provide lifetime income through a testamentary trust?
Testamentary trusts, established through a will, offer a powerful mechanism for providing for loved ones even after your passing, and …
Can a CRT fund the development of low-income housing?
Charitable Remainder Trusts (CRTs) can indeed be powerful tools for funding the development of low-income housing, offering a unique blend …
Can I designate part of the trust income for charitable donations?
Yes, absolutely, designating part of the trust income for charitable donations is a common and beneficial practice within estate planning, …