Can the bypass trust allow income to vary with market-based cost indexes?
The bypass trust, also known as a credit shelter trust or an A-B trust (though less common now due to …
Escondido Estate Planning
Can a special needs trust offer accessibility reporting software for trustees?
Navigating the complexities of a special needs trust requires diligent oversight, and increasingly, technology is playing a pivotal role in …
Can I tie trust access to local residency compliance?
The question of whether trust access can be tied to local residency compliance is a complex one, steeped in both …
Can I set conditions on distributions?
Absolutely, setting conditions on distributions within a trust is a common and powerful estate planning tool, allowing you to maintain …
Can I add privacy provisions restricting public knowledge of my estate?
Estate planning is often viewed through the lens of financial distribution, but a frequently overlooked aspect is privacy. Many individuals …