Can the bypass trust require a majority vote of trustees for large investments?
The question of whether a bypass trust – also known as a credit shelter trust or a B trust – …
Wildomar Estate Planning
Can I set dynamic access to trust funds based on national inflation rates?
The concept of dynamically adjusting trust fund distributions based on national inflation rates is increasingly popular, and yes, it’s absolutely …
Can the trust include co-investment agreements with other family trusts?
Absolutely, a trust can indeed include co-investment agreements with other family trusts, and this is becoming an increasingly popular strategy …
Can I build-in allowances for inflation-triggered rebalancing?
The question of incorporating inflation-triggered rebalancing into estate plans is becoming increasingly relevant as economic conditions fluctuate and the purchasing …
Can the trust fund grief support or counseling after family loss?
The question of whether a trust fund can provide for grief support or counseling after a family loss is a …