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Wildomar Estate Planning

Can a bypass trust be used to establish a family endowment fund?

June 4, 2025 by admin

A bypass trust, also known as a credit shelter trust, can absolutely be a foundational element in establishing a family …

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Can a bypass trust be funded by retirement account proceeds?

June 4, 2025 by admin

The question of whether a bypass trust can be funded by retirement account proceeds is a complex one, requiring careful …

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Can I split a bypass trust into separate trusts for each child?

June 4, 2025 by admin

The question of dividing a bypass trust – also known as a credit shelter trust or a Section 2056 trust …

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Can I require annual updates to the estate plan by trustees?

June 4, 2025 by admin

Estate planning is not a one-time event, but rather an ongoing process, and while a trustee doesn’t typically *require* annual …

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Can I require mental health certifications for trustees?

June 4, 2025 by admin

The question of requiring mental health certifications for trustees is becoming increasingly relevant as we recognize the significant responsibilities and …

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