Can I coordinate a bypass trust with my business succession plan?
The seamless integration of a bypass trust—also known as a B Trust—with your business succession plan is not only possible …
Wildomar Estate Planning
Can a trust include behavioral benchmarks?
The question of whether a trust can include behavioral benchmarks is increasingly relevant as estate planning evolves beyond simply asset …
Can I require independent audits every five years?
The question of implementing independent audits for your estate plan, specifically trusts, every five years is a prudent one, and …
What are the most common mistakes in drafting a testamentary trust?
Testamentary trusts, established within a will, offer a powerful tool for managing assets after death, but their complexity makes them …
Can I restrict investments in fossil fuels through my CRT’s portfolio?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …