Can I transfer an existing irrevocable trust into a bypass trust?
The question of transferring assets from an existing irrevocable trust into a bypass trust (also known as a credit shelter …
Escondido Estate Planning
Can I allow for temporary asset freezes during family transitions?
Family transitions, such as divorce, significant health concerns, or business ventures, often necessitate a careful consideration of asset protection and …
Can I offer financial match programs for philanthropic initiatives?
Offering financial match programs for philanthropic initiatives is a powerful strategy to amplify charitable giving and create a lasting impact, …
Can a bypass trust be amended or revoked?
A bypass trust, also known as a credit shelter trust or an A-B trust, is a crucial estate planning tool …
Can the trust require cultural competency training for trustees?
Absolutely, a trust can indeed require cultural competency training for its trustees, and increasingly, it’s becoming a vital consideration in …