Can a bypass trust include financial literacy requirements before disbursement?
The concept of a bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed …
Escondido Estate Planning
Can I require drug testing before distributions are made?
The question of whether a grantor can require drug testing as a condition for distributions from a trust is a …
Can I include trust terms for funding emergency evacuation plans?
The question of incorporating provisions for funding emergency evacuation plans within a trust is increasingly relevant, especially given the rise …
Are testamentary trusts subject to inheritance reporting laws in every state?
Testamentary trusts, created within a will and activated upon death, present a unique challenge when it comes to inheritance reporting …
Can I require a minimum balance be retained in the bypass trust at all times?
The question of maintaining a minimum balance within a bypass trust, a crucial component of many estate plans crafted by …