Can I use a revocable trust for philanthropy?
Yes, a revocable living trust can absolutely be a powerful tool for philanthropic endeavors, allowing for both control during your …
Wildomar Estate Planning
What kinds of expenses can a testamentary trust legally cover?
A testamentary trust, established through a will and coming into effect after death, is a powerful tool for managing assets …
Can a trust deny distributions for beneficiaries under investigation?
The question of whether a trust can deny distributions to a beneficiary under investigation is complex, hinging on the specific …
Are testamentary trusts subject to inheritance reporting laws in every state?
Testamentary trusts, created through a will, are indeed generally subject to inheritance reporting laws, though the specifics vary significantly from …
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, also known as a credit shelter trust or an …