Can I set a cap on annual disbursements from the bypass trust?
The question of capping annual disbursements from a bypass trust—also known as a credit shelter trust or an A-B trust—is …
Wildomar Estate Planning
Can I limit distributions if a beneficiary has no estate plan of their own?
As an estate planning attorney in Wildomar, I frequently encounter concerns from clients about the financial responsibility of their beneficiaries, …
Can a bypass trust be dissolved with court approval?
A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to minimize estate …
Can a special needs trust assist with immigration-related legal fees?
Navigating the complexities of immigration law can be incredibly daunting, especially when layered with the needs of a beneficiary with …
Can I require that heirs maintain dual citizenship to qualify for funds?
The question of whether you can stipulate dual citizenship as a requirement for inheriting funds within an estate plan is …