Can I include non-family members as observers in trust decision-making?
The question of whether to include non-family members in trust decision-making is a common one for estate planning attorneys like …
Wildomar Estate Planning
Can a bypass trust hold real estate?
Yes, a bypass trust, also known as a B trust or credit shelter trust, can absolutely hold real estate, and …
Can I use a CRT to transfer wealth to a blended family while supporting charity?
A Charitable Remainder Trust (CRT) is a powerful estate planning tool that allows you to support your favorite charities while …
Can I avoid guardianship court if I become incapacitated?
The prospect of losing control over one’s financial and personal affairs is a significant fear for many, and the question …
Can a testamentary trust prevent cohabiting partners from receiving funds?
The question of whether a testamentary trust can prevent cohabiting partners from receiving funds is a common one, and the …