Can I create a philanthropic sub-fund within the bypass trust?
Absolutely, creating a philanthropic sub-fund within a bypass trust is a powerful estate planning strategy that allows individuals to continue …
Wildomar Estate Planning
Can a bypass trust include instructions for succession of art or cultural artifacts?
Yes, a bypass trust, also known as an AB trust or credit shelter trust, can absolutely include detailed instructions for …
Can a CRT pay income to a trust for my minor child?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets to a trust, receive income …
Can I link trust funds to the performance of family investments?
The question of linking trust funds to the performance of family investments is a complex one, often sought by families …
Can a bypass trust require financial literacy training for heirs?
The question of whether a bypass trust can—and *should*—require financial literacy training for heirs is increasingly relevant in estate planning, …