Can I fund a bypass trust with the proceeds from a business sale?
Absolutely, funding a bypass trust, also known as a completed gift trust, with the proceeds from a business sale is …
Wildomar Estate Planning
Can I define trustee qualifications that must be maintained?
The question of whether you can define trustee qualifications that must be maintained is a crucial one in estate planning, …
Can I embed biometric verification to trigger distributions?
The idea of using biometric verification to trigger distributions from a trust or estate is gaining traction as technology advances, …
Can I assign a professional mediator to resolve disputes?
Disputes surrounding estates, trusts, and even the interpretation of wills, are unfortunately common, and can tear families apart during already …
Can the trust prevent all investments in private equity?
The question of whether a trust can entirely prevent investments in private equity is complex, hinging on the specific language …