Can the bypass trust convert to a different type of trust if tax laws change?
The creation of a bypass trust, now more commonly referred to as a credit shelter trust, was initially designed to …
Escondido Estate Planning
Can a CRT include an annual environmental impact statement from the charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving income for …
Can I set up a trust for my pet in my will?
The question of providing for beloved pets after one’s passing is becoming increasingly common, and the answer is a nuanced …
Can a bypass trust be set up to fund apprenticeships and trades?
Absolutely, a bypass trust can be strategically designed to fund apprenticeships and trades for beneficiaries, offering a flexible and potentially …
Can I support interfaith family traditions through trust documents?
The blending of faiths within a family is increasingly common, and many wish to ensure those unique traditions are not …