Can I require the trust to maintain a percentage in liquid assets?
Absolutely, you can, and often should, require a trust to maintain a certain percentage in liquid assets, ensuring the trust …
Wildomar Estate Planning
Can a testamentary trust be used to fund a life insurance policy?
A testamentary trust, created within a will, can indeed be designated as the beneficiary of a life insurance policy, though …
Can a bypass trust terminate automatically upon reaching a certain asset threshold?
The concept of a bypass trust, also known as a credit shelter trust, is designed to take advantage of the …
Can I allocate a portion of my business succession plan to a CRT?
Absolutely, incorporating a Charitable Remainder Trust (CRT) into your business succession plan is a sophisticated strategy that can provide significant …
Can a special needs trust fund subscriptions for accessible reading materials?
The question of whether a special needs trust (SNT) can fund subscriptions for accessible reading materials is a common one, …