What does it mean to “fund” a trust?
Creating a trust is only the first step in estate planning; the crucial, often overlooked, process of “funding” the trust …
Wildomar Estate Planning
Can a bypass trust hold art or collectibles?
Absolutely, a bypass trust, also known as a credit shelter trust, can indeed hold art and collectibles, offering a strategic …
Can a special needs trust sponsor digital security training for the beneficiary?
Absolutely, a special needs trust can, and often should, sponsor digital security training for the beneficiary, especially in today’s increasingly …
Can I make the trust expire at a certain age or event?
Absolutely, crafting a trust with a specific expiration date or tied to a particular event is a common and valuable …
Can a CRT integrate digital dashboards for donor oversight?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools allowing individuals to donate assets to charity while retaining an income …