Can a bypass trust include instructions for succession of art or cultural artifacts?
Absolutely, a bypass trust, also known as an AB trust or credit shelter trust, can and often *should* include detailed …
Escondido Estate Planning
Can a CRT pay income to a trust for my minor child?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools often used to provide income to individuals while also benefiting a …
Can I use a testamentary trust to direct future philanthropic missions?
Testamentary trusts offer a powerful, yet often underutilized, method for continuing philanthropic endeavors beyond one’s lifetime, allowing individuals to shape …
How are digital contracts treated in testamentary trusts?
The increasing prevalence of digital contracts, or “clickwrap” agreements, presents novel challenges for testamentary trusts, those established through a will …
Can a special needs trust fund relocation due to natural disaster displacement?
The question of whether a special needs trust (SNT) can be relocated due to natural disaster displacement is complex, but …