Can a bypass trust be created after death through probate?
The concept of a bypass trust, also known as a credit shelter trust or an AB trust, is a powerful …
San Diego County
Can a bypass trust allow discretionary distributions?
The question of whether a bypass trust – also known as a credit shelter trust or an A-B trust (though …
Can a beneficiary be removed from a trust after it’s established?
The question of whether a beneficiary can be removed from a trust after its establishment is a common one for …
Are there ways to ensure estate funds are used for sustainability or green initiatives?
The growing awareness of environmental issues has led many individuals to consider how their legacies can contribute to a more …
Are there planning techniques that can preserve my privacy after death?
The idea of maintaining a degree of privacy even after one’s passing is becoming increasingly important in today’s digital age. …
Are there limits to the number of amendments I can make to a trust?
The flexibility of a trust is often a key reason individuals choose this estate planning tool. Many assume trusts are …
Are there annual maintenance requirements for my trust?
Establishing a trust is often seen as a one-time event, a box checked on the list of essential estate planning …