Can the trustee of a bypass trust invest in international markets?
Yes, the trustee of a bypass trust, also known as a credit shelter trust or a B trust, generally *can* …
Wildomar Estate Planning
Can a special needs trust help maintain a private caregiver registry?
Navigating care for a loved one with special needs presents unique financial and logistical challenges, and maintaining a consistent, reliable …
Can I reward philanthropic behavior through the trust?
Absolutely, incorporating philanthropic intentions into a trust is a powerful way to ensure your values extend beyond your lifetime, and …
Can the trust be used to pay for speech-language pathology assessments?
Absolutely, a properly structured trust can be utilized to cover expenses like speech-language pathology assessments, but it’s not always a …
Can a testamentary trust be used to hold investment properties?
Yes, a testamentary trust can absolutely be used to hold investment properties, offering a powerful tool for estate planning and …