Can I establish a rolling trust with automatic renewal conditions?
The concept of a “rolling trust” with automatic renewal conditions, while not a standard legal term, often refers to a …
Escondido Estate Planning
What are the main benefits of an irrevocable trust?
Irrevocable trusts, often misunderstood, represent a powerful tool in estate planning, offering benefits that extend far beyond simple asset protection; …
What happens if I die without a will containing a testamentary trust?
Dying without a will, known as dying “intestate,” can create significant complications for your loved ones, particularly when you envision …
Can I receive income from a CRT and later convert it to a lump sum?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can I make the bypass trust subject to the laws of a specific jurisdiction?
The creation of a bypass trust, also known as a credit shelter trust or an A-B trust (though less common …