What is a spendthrift clause?
A spendthrift clause is a provision within a trust designed to protect the beneficiary’s inheritance from creditors, and most importantly, …
Escondido Estate Planning
Can a testamentary trust allocate funds to fund future education generations?
Yes, a testamentary trust can absolutely be designed to allocate funds to fund the education of future generations, offering a …
What are the limitations of a testamentary trust for real estate planning?
A testamentary trust, created within a will, offers a valuable tool for managing real estate after one’s passing, but it’s …
Can the bypass trust require succession training for future trustees?
The question of whether a bypass trust—also known as a credit shelter trust or a B trust—can *require* succession training …
Can I allow staggered distributions at specific ages for beneficiaries?
Yes, absolutely, and it’s a remarkably effective strategy for responsible estate planning, particularly when dealing with beneficiaries who may not …