Can a bypass trust restrict use of funds for elective surgeries?
A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to minimize estate …
Wildomar Estate Planning
Can a trust pay for estate planning for the beneficiary?
The question of whether a trust can pay for estate planning for a beneficiary is a surprisingly common one, and …
Can the CRT allow for media coverage restrictions during remainder disbursement?
Complex trusts, like Charitable Remainder Trusts (CRTs), offer sophisticated estate planning tools, and the question of controlling information flow, specifically …
Can I create a private family trust company through estate planning?
Creating a Private Family Trust Company (PFTC) is an increasingly popular, yet complex, estate planning strategy for high-net-worth individuals and …
What is a payback provision?
A payback provision, sometimes referred to as a “right of rescission” or a “step-up” provision, is a clause within an …