Can I require a health screening before approving distributions?
The question of whether a trustee can require a health screening before approving distributions to a beneficiary is complex, deeply …
Wildomar Estate Planning
Can a bypass trust be structured to benefit multiple spouses over time?
The beauty of estate planning lies in its adaptability, and yes, a bypass trust—also known as a “B Trust”—can absolutely …
Can a bypass trust include a privacy agreement for beneficiaries?
Yes, a bypass trust, also known as a credit shelter trust, can absolutely include a privacy agreement, or what’s formally …
Can I build in a required transition plan if the trust merges with another?
The question of incorporating a transition plan into a trust agreement when anticipating a potential merger with another trust is …
Can a special needs trust serve multiple beneficiaries at once?
Yes, a special needs trust can absolutely serve multiple beneficiaries simultaneously, though it requires careful planning and drafting to ensure …