Can the trust contribute to an ABLE account?
ABLE accounts, or Achieving a Better Life Experience accounts, are tax-advantaged savings accounts for individuals with disabilities, designed to enable …
Wildomar Estate Planning
Can I require transparency reports from business-owning beneficiaries?
As an estate planning attorney in Wildomar, I often encounter situations where beneficiaries of trusts own businesses, and the question …
Can a bypass trust offer career sabbatical grants?
A bypass trust, also known as a Grantor Retained Annuity Trust (GRAT), is a powerful estate planning tool designed to …
What is the difference between a living trust and a testamentary trust?
The core distinction between a living trust and a testamentary trust lies in when and how they are created and …
Can a bypass trust provide lifetime income to the spouse and then go to charity?
Yes, a bypass trust, also known as a marital trust or a QTIP trust (Qualified Terminable Interest Property Trust), is …