Skip to content

The Paws of Man

  • Home
  • Contact

Wildomar Estate Planning

Can the trust contribute to an ABLE account?

June 4, 2025 by admin

ABLE accounts, or Achieving a Better Life Experience accounts, are tax-advantaged savings accounts for individuals with disabilities, designed to enable …

Read more

Can I require transparency reports from business-owning beneficiaries?

June 4, 2025 by admin

As an estate planning attorney in Wildomar, I often encounter situations where beneficiaries of trusts own businesses, and the question …

Read more

Can a bypass trust offer career sabbatical grants?

June 4, 2025 by admin

A bypass trust, also known as a Grantor Retained Annuity Trust (GRAT), is a powerful estate planning tool designed to …

Read more

What is the difference between a living trust and a testamentary trust?

June 3, 2025 by admin

The core distinction between a living trust and a testamentary trust lies in when and how they are created and …

Read more

Can a bypass trust provide lifetime income to the spouse and then go to charity?

June 3, 2025 by admin

Yes, a bypass trust, also known as a marital trust or a QTIP trust (Qualified Terminable Interest Property Trust), is …

Read more

Categories

  • Escondido Estate Planning
  • Escondido Probate
  • Point Loma Estate Planning Law
  • San Diego County
  • Temecula Estate Law
  • Temecula Estate Planning
  • Wildomar Estate Planning

Recent Posts

  • Can a trust pay for ergonomic workstations at home or school?
  • Can I establish a private fund for heirs’ future charitable interests?
  • Can a CRT be tied to the donor’s ESG investing preferences?

Follow Me

FacebookTwitterInstagram
  • Privacy Policy
  • Terms
  • Contact
Copyright© - 2025