Can I use a bypass trust to fund political or civic education programs?
Bypass trusts, also known as exemption trusts, are powerful estate planning tools designed to maximize the use of federal and …
Wildomar Estate Planning
How does a testamentary trust handle jointly owned property?
A testamentary trust, created within a will, presents unique challenges when dealing with property held in joint tenancy with right …
Can I create a testamentary trust for digital assets?
The question of whether you can create a testamentary trust for digital assets is becoming increasingly vital in our digitally-dependent …
Can the trust impose media embargoes during estate litigation?
The question of whether a trust can impose media embargoes during estate litigation is complex, hinging on a delicate balance …
Can I create rules for using inherited vehicles?
Inheriting a vehicle alongside other assets within an estate presents unique considerations, and yes, you can absolutely establish rules for …