What is a spendthrift clause?
A spendthrift clause is a provision within a trust or will that protects a beneficiary’s inheritance from creditors and from …
Wildomar Estate Planning
Can a testamentary trust allocate funds to fund future education generations?
Yes, a testamentary trust can absolutely be designed to allocate funds for the education of future generations, offering a powerful …
Can I fund a CRT as a contingency plan within my succession strategy?
Charitable Remainder Trusts (CRTs) can indeed be strategically funded as a contingency plan within a broader succession strategy, offering a …
Can the bypass trust require succession training for future trustees?
The question of whether a bypass trust – also known as a credit shelter trust – can, and perhaps *should*, …
Can I allow staggered distributions at specific ages for beneficiaries?
Absolutely, allowing staggered distributions at specific ages for beneficiaries is a common and highly effective estate planning strategy, and Steve …