Can I move crypto assets into an irrevocable trust?
The question of incorporating digital assets, like cryptocurrency, into an irrevocable trust is rapidly becoming more pertinent as crypto gains …
Escondido Estate Planning
Can a bypass trust endow a legacy award for public service?
A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to take advantage …
Can I include retirement accounts in a living trust?
The question of whether you can include retirement accounts in a living trust is a common one for those planning …
Can the bypass trust be drafted to meet multiple state tax exemptions?
The bypass trust, also known as a credit shelter trust or an exemption trust, is a crucial component of estate …
Can a special needs trust be set up to expire if the beneficiary reaches certain goals?
Absolutely, a special needs trust can be designed to terminate if the beneficiary achieves pre-defined goals, though it requires careful …