Can a bypass trust be used to establish a family endowment fund?
A bypass trust, also known as a credit shelter trust, can absolutely be a foundational element in establishing a family …
Wildomar 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, requiring careful …
Can I split a bypass trust into separate trusts for each child?
The question of dividing a bypass trust – also known as a credit shelter trust or a Section 2056 trust …
Can I require annual updates to the estate plan by trustees?
Estate planning is not a one-time event, but rather an ongoing process, and while a trustee doesn’t typically *require* annual …
Can I require mental health certifications for trustees?
The question of requiring mental health certifications for trustees is becoming increasingly relevant as we recognize the significant responsibilities and …