Can a bypass trust be used to establish a family endowment fund?
Absolutely, a bypass trust, also known as a credit shelter trust, can indeed be a powerful tool in establishing a …
Escondido Estate Planning
Can a bypass trust be funded by retirement account proceeds?
The question of whether a bypass trust can be funded by retirement account proceeds is a complex one, deeply intertwined …
Can I appoint someone to act as a family historian through the trust?
The question of designating a family historian within a trust is an increasingly popular one, reflecting a desire to preserve …
Can a testamentary trust be used to fund a life insurance policy?
Yes, a testamentary trust can absolutely be used to fund a life insurance policy, though it’s a slightly less common …
Can I require beneficiaries to meet life goals before inheriting?
The desire to incentivize positive life choices in one’s heirs is a common one, and thankfully, modern estate planning tools …