Can a bypass trust include funding for elder care facilities?
The question of whether a bypass trust can include funding for elder care facilities is a common one, and the …
Escondido Estate Planning
Can I create a trust that requires investment in ESG funds?
Absolutely, you can create a trust that prioritizes investment in Environmental, Social, and Governance (ESG) funds, reflecting your values and …
Can a testamentary trust be drafted to act in tandem with a revocable living trust?
Yes, a testamentary trust can absolutely be drafted to work in tandem with a revocable living trust, and in many …
Can a bypass trust contain clauses for staggered disbursements over decades?
Absolutely, a bypass trust, also known as a credit shelter trust or an exemption trust, can absolutely contain clauses for …
Can I add a clause requiring investment in green infrastructure projects?
The question of incorporating socially responsible investing, specifically clauses requiring investment in green infrastructure projects within a trust, is becoming …