Can I limit trustee discretion to avoid high-risk financial decisions?
The power granted to a trustee is a cornerstone of trust administration, allowing them to manage assets for the benefit …
Wildomar Estate Planning
Can a testamentary trust be used to provide for a disabled child?
Absolutely, a testamentary trust is a powerful tool to provide long-term care and financial security for a disabled child, ensuring …
Can a testamentary trust hold antiques or artwork?
Yes, a testamentary trust can absolutely hold antiques or artwork, providing a structured and legally sound method for managing and …
Can a bypass trust help reduce estate taxes for married couples?
The utilization of a bypass trust, also known as an AB trust or credit shelter trust, has historically been a …
Can a special needs trust fund custom-built adaptive furniture?
The question of whether a special needs trust (SNT) can fund custom-built adaptive furniture is a common one, and the …