Can one irrevocable trust own shares of another irrevocable trust?
The question of whether one irrevocable trust can own shares of another irrevocable trust is complex, often arising in sophisticated …
Wildomar Estate Planning
Can a testamentary trust pay for funeral expenses?
A testamentary trust, created within a will, is a powerful estate planning tool, but its ability to cover funeral expenses …
Can I require board service or nonprofit affiliation for access to additional funds?
The question of tying access to additional funds to board service or nonprofit affiliation is complex, navigating legal, ethical, and …
Can a bypass trust specify residency requirements for trustees?
The question of whether a bypass trust can specify residency requirements for trustees is a complex one, deeply intertwined with …
Can the CRT pay income to a qualified pension plan?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, and a frequently asked question is whether they can distribute income …