Can I fund disaster insurance or relief plans through a testamentary trust?
Yes, a testamentary trust can absolutely be used to fund disaster insurance or relief plans, offering a proactive approach to …
Wildomar Estate Planning
Can I require trustee rotation after a specific number of years?
The idea of rotating trustees, while not a standard practice, is gaining traction as families recognize the benefits of fresh …
Can a bypass trust provide for a non-U.S. citizen spouse?
The question of whether a bypass trust—also known as a credit shelter trust or an A-B trust—can effectively provide for …
Can a CRT allow reallocation of funds based on public need indexes?
Community Reinvestment Trusts (CRTs) are increasingly explored as a mechanism to direct private capital towards public good initiatives, and the …
Can I fund internships for family businesses through the trust?
The question of utilizing trust funds to finance internships within a family business is a nuanced one, requiring careful consideration …