Can a bypass trust delay distributions based on market conditions?
The strategic use of bypass trusts, also known as credit shelter trusts, is a cornerstone of sophisticated estate planning, allowing …
Escondido Estate Planning
Can I include thresholds for early access to assets in a trust?
Establishing a trust is a powerful tool for managing and distributing assets, but many clients wonder about the flexibility to …
Can the trust be set to dissolve after the death of the last grandchild?
Yes, a trust can absolutely be structured to dissolve after the death of the last grandchild, and this is a …
Can the trust pay for professional services like legal or financial planning?
Yes, a properly structured trust can absolutely pay for professional services, including legal and financial planning, but it’s not always …
What happens if I transfer too much into the trust?
Transferring assets into a trust is a cornerstone of estate planning, but it’s a surprisingly delicate balance; moving too much …