Can the trustee of a bypass trust invest in international markets?
The trustee of a bypass trust, also known as a credit shelter trust or an A-B trust, absolutely can invest …
Escondido Estate Planning
What happens if all trustees resign or become incapacitated?
The resignation or incapacitation of all trustees of a living trust presents a serious, though not insurmountable, challenge to the …
Can a bypass trust fund contributions to a child’s Roth IRA?
The question of whether a bypass trust can fund contributions to a child’s Roth IRA is complex, hinging on the …
Can a CRT be used as a contingent beneficiary if another trust fails?
The question of whether a Charitable Remainder Trust (CRT) can serve as a contingent beneficiary when another trust fails is …
Can a trust be structured to limit environmental impact?
Increasingly, individuals are realizing their estate plans can extend beyond financial legacies to encompass values like environmental stewardship; a trust …