Can I include a letter of intent with my testamentary trust?
A letter of intent, while not legally binding, can be a remarkably useful document to accompany a testamentary trust, providing …
Wildomar Estate Planning
Can a bypass trust create a microloan program for family business ventures?
The question of whether a bypass trust can be structured to facilitate a microloan program for family business ventures is …
Can I offer financial match programs for philanthropic initiatives?
Philanthropic initiatives are a cornerstone of community building, and increasingly, individuals and organizations are exploring innovative ways to maximize their …
Can I establish a bypass trust using proceeds from a structured settlement?
The question of utilizing proceeds from a structured settlement to fund a bypass trust, also known as a credit shelter …
Can a testamentary trust integrate distributed ledger verification?
The question of integrating distributed ledger technology (DLT), often associated with blockchains, into testamentary trusts—trusts created through a will—is gaining …