Can a bypass trust be established by unmarried partners?
Yes, a bypass trust, also known as a credit shelter trust or an A-B trust (though less common now due …
Escondido Estate Planning
Can I assign different trustees to different asset classes?
The question of whether you can assign different trustees to different asset classes is a common one in estate planning, …
Can I use a CRT to enable charitable investment in social impact bonds?
Charitable Remainder Trusts (CRTs) present a fascinating, though complex, avenue for enabling charitable investment, specifically within the burgeoning field of …
Can I set a trust expiration date based on external events?
The question of whether a trust can terminate based on external events, rather than a fixed date, is a common …
Can the trust subsidize transition planning for post-secondary programs?
Navigating the path to post-secondary education, whether it’s college, vocational school, or specialized training, requires significant planning – and often, …