Can I tie trust access to local residency compliance?
The question of whether trust access can be tied to local residency compliance is a complex one, frequently arising in …
Wildomar Estate Planning
Can I set conditions on distributions?
Absolutely, establishing conditions on how and when your assets are distributed is a cornerstone of effective estate planning, and a …
Can I require trustee succession planning?
Absolutely, requiring trustee succession planning is not only possible but a highly recommended practice for any well-structured trust, ensuring its …
Can a trust be used to protect assets for my children?
Absolutely, a trust is a remarkably effective tool for safeguarding and growing assets for your children, offering far more control …
Can I establish a bypass trust in a different state for tax reasons?
The question of establishing a bypass trust in a different state, specifically for tax advantages, is complex and requires careful …