Can a bypass trust fund public speaking training for heirs?
The question of whether a bypass trust can fund public speaking training for heirs is a nuanced one, deeply rooted …
Wildomar Estate Planning
Can a special needs trust cover soundproofing for sensory sensitivity?
Navigating the complexities of special needs trusts requires careful consideration, particularly when addressing quality of life improvements like soundproofing for …
What should be included in the trust schedule of assets?
A trust schedule of assets, often called a “pour-over” asset list, is a critical document accompanying a trust, detailing all …
Can the trust restrict communications between certain beneficiaries?
Absolutely, a trust can indeed restrict communications between certain beneficiaries, and this is a surprisingly common, yet often overlooked, aspect …
Can the beneficiary also be the trustee?
Yes, in California, a beneficiary can also serve as the trustee of a trust, but it’s a complex issue with …