What is a credit shelter trust?
A credit shelter trust, also known as a bypass trust, is an estate planning tool designed to minimize estate taxes …
Wildomar Estate Planning
Can I link trust distributions to real estate management responsibilities?
The intersection of trust distributions and real estate management is a common, and often advantageous, strategy in estate planning, allowing …
Can a trust fund be structured for travel purposes?
Absolutely, a trust fund can be meticulously structured to specifically facilitate and fund travel experiences, offering a unique way to …
Can I require annual summaries of how the trust improved quality of life?
Establishing a trust is a significant step towards securing your future and the well-being of your loved ones, but it’s …
Can I require the trustee to invest in low-volatility portfolios?
As a beneficiary or grantor of a trust, it’s natural to be concerned about the preservation of assets, and asking …