Can I include a sunset clause for the trust?
Estate planning, while focused on the future, often requires anticipating scenarios where initial intentions might need adjusting over time. A …
Can I include a non-disclosure agreement within a testamentary trust?
The question of incorporating a non-disclosure agreement (NDA) within a testamentary trust—a trust created through a will and taking effect …
Can I fund a testamentary trust with life insurance?
The intersection of testamentary trusts and life insurance is a powerful estate planning tool, offering a means to provide for …
Can I fund a CRT with the proceeds from the sale of a vacation home?
The question of whether one can fund a Charitable Remainder Trust (CRT) with the proceeds from the sale of a …
Can I fund a CRT through a charitable installment sale?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a set period, …
Can I fund a bypass trust with qualified retirement plan assets?
The question of whether you can fund a bypass trust—also known as a credit shelter trust or a B trust—with …
Can I Freeze Distributions During Criminal Investigations?
The question of whether distributions from a trust can be frozen during a criminal investigation is complex, hinging on numerous …
Can I exclude public assistance recipients from distributions?
The question of whether you can exclude beneficiaries receiving public assistance from trust distributions is complex, deeply rooted in the …
Genuine Estate Planning Lawyer around Redhawk, Temecula CA.
With the help of a licensed California estate planning attorney, the wills and estate planning process will go much smoother. …
Splendid Estate Planning Attorneys by 92028.
They can advise you on how to move forward in updating your beneficiaries and other areas of your estate with …