Can I establish a rolling trust with automatic renewal conditions?
The concept of a “rolling trust” with automatic renewal is intriguing, and while not a standard legal term, it touches …
Wildomar Estate Planning
What are the main benefits of an irrevocable trust?
Irrevocable trusts are powerful estate planning tools offering significant benefits, but understanding their nature is crucial; unlike revocable trusts which …
What happens if I die without a will containing a testamentary trust?
Dying without a will in California, even with assets that *could* have benefited from a testamentary trust, initiates a legal …
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 question of governing law for a bypass trust is a critical component of its creation and administration, and yes, …