Can an executor and trustee be the same person?
Yes, it is absolutely possible, and often quite common, for one individual to serve as both the executor of a …
Wildomar Estate Planning
Can I limit access to funds if a beneficiary fails to meet tax obligations?
Establishing a trust allows for nuanced control over asset distribution, even extending to conditions related to a beneficiary’s financial responsibility, …
Can I coordinate my bypass trust with other heirs’ trusts for long-term strategy?
The coordination of a bypass trust – also known as a credit shelter trust or an AB trust – with …
Can a trust terminate automatically after a goal is met?
Yes, a trust can absolutely terminate automatically once its stated goal or purpose has been fulfilled, and this is a …
Can my estate fund the launch of a family-owned education platform?
The question of utilizing estate funds to launch a family-owned education platform is a complex one, deeply rooted in estate …