Can a bypass trust subsidize a sabbatical or study leave for a beneficiary?
The question of whether a bypass trust can fund a beneficiary’s sabbatical or study leave is complex, hinging on the …
Escondido Estate Planning
Can I limit trustee tenure through built-in expiration dates?
The question of limiting a trustee’s tenure through built-in expiration dates within a trust document is a common one for …
What is the difference between a testamentary trust and a living will?
The terms “testamentary trust” and “living will” are often used interchangeably, causing confusion, yet they represent fundamentally different components of …
Can a testamentary trust be used as part of an asset protection strategy?
Testamentary trusts, established within a will and coming into effect upon death, present a nuanced approach to asset protection, differing …
Can a CRT use offshore investments legally?
Complex trusts, such as Charitable Remainder Trusts (CRTs), present unique challenges when considering investments, particularly those located offshore. While legally …