Can a bypass trust support a legacy film or podcast project?
The question of whether a bypass trust can support a legacy film or podcast project is complex, hinging on the …
Wildomar Estate Planning
Can a trust plan include funeral or burial instructions?
Yes, a trust plan absolutely can, and often should, include detailed funeral or burial instructions, though it’s a surprisingly overlooked …
Can a CRT align with B Corp certification guidelines?
Community Reinvestment Trusts (CRTs) represent a novel approach to impact investing, channeling capital to underserved communities, and the question of …
Can I appoint a corporate trustee for a bypass trust?
Yes, you absolutely can appoint a corporate trustee for a bypass trust, and in many situations, it can be a …
Can I set a requirement for professional licensing before distributions?
The question of tying distributions from a trust to a beneficiary obtaining a professional license – like a medical, legal, …