Can a trust pay for network security for devices used by the beneficiary?
In today’s increasingly digital world, the question of whether a trust can cover network security costs for a beneficiary’s devices …
Wildomar Estate Planning
Can I require family retreats or bonding activities in the trust?
The notion of embedding requirements for family retreats or bonding activities directly *within* a trust document, while seemingly unconventional, taps …
Can I use a testamentary trust to protect assets from creditors?
A testamentary trust, created within a will and taking effect after death, presents a complex, yet potentially valuable, strategy for …
Can I create a bypass trust that adjusts distributions based on inflation indexes?
Absolutely, creating a bypass trust—also known as an AB trust or credit shelter trust—that incorporates adjustments for inflation is not …
What’s a charitable remainder unitrust?
A Charitable Remainder Unitrust (CRUT) is an irrevocable trust that allows you to donate assets to a charity of your …