Can a bypass trust make distributions to stepchildren?
The question of whether a bypass trust—also known as a marital trust or an A-B trust—can make distributions to stepchildren …
Escondido Estate Planning
Can I create an estate plan if I have significant debt?
Absolutely, you can—and often should—create an estate plan even with significant debt; in fact, it becomes even *more* critical when …
Can a testamentary trust make donations to political causes after death?
Testamentary trusts, established through a will and coming into effect after death, present a fascinating intersection of estate planning and …
Can I require family conflict resolution before distributions resume?
Navigating family dynamics after the passing of a loved one, or even during their lifetime when planning for the future, …
Can a testamentary trust include career benchmarks for heirs?
Testamentary trusts, created within a will and taking effect after death, offer a remarkable degree of control over the distribution …