Can I tie distributions to successful completion of counseling or therapy?
The question of whether you can tie distributions from a trust to a beneficiary’s successful completion of counseling or therapy …
Escondido Estate Planning
Can a bypass trust offset tax on inherited annuities?
The question of whether a bypass trust can offset tax on inherited annuities is complex, hinging on the specifics of …
What is the benefit of holding life insurance in a trust?
Holding life insurance within a trust, specifically an irrevocable life insurance trust (ILIT), offers significant benefits beyond simply providing a …
Can the trust incentivize public service careers through bonuses or grants?
The concept of utilizing a trust to incentivize careers in public service, through mechanisms like bonuses or grants, is increasingly …
Can a testamentary trust protect assets from divorce?
The question of whether a testamentary trust can shield assets during a divorce is complex, hinging on state laws and …