Can I include backup beneficiaries?
The question of whether you can include backup beneficiaries in your estate plan is a vital one, and the answer …
Escondido Estate Planning
Can I structure my estate to support both public and private educational institutions?
Yes, absolutely, you can structure your estate to provide philanthropic support to both public and private educational institutions through careful …
Can the bypass trust hold an interest in a family partnership?
Absolutely, a bypass trust – also known as a credit shelter trust or an A trust – can indeed hold …
Can I revoke a testamentary trust by writing a new will?
Yes, you can generally revoke a testamentary trust by writing a new will, but it’s not always a simple process …
Can a bypass trust receive assets via disclaimer by the surviving spouse?
The question of whether a bypass trust can receive assets via disclaimer by the surviving spouse is a nuanced one, …