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 …
Wildomar Estate Planning
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 to another trust is a …
Can a trust be structured to limit environmental impact?
The question of whether a trust can be structured to limit environmental impact is increasingly relevant as individuals and families …
Can a special needs trust include a requirement for culturally competent care?
Absolutely, a special needs trust can, and arguably *should*, include requirements for culturally competent care, ensuring the beneficiary receives support …
Can a bypass trust allow discretionary distributions?
The question of whether a bypass trust – also known as a credit shelter trust or a B trust – …