Can the trust allow for alternate trustees in the event of incapacity?
Absolutely, a well-drafted trust should—and almost always does—allow for the designation of alternate trustees to step in should the original …
Wildomar Estate Planning
Can a bypass trust offer an incentive for military or civil service?
A bypass trust, also known as a “grantor retained income trust” or GRIT, can indeed be structured to offer a …
Can I make attendance at annual family meetings a requirement for distribution?
The idea of tying distributions from a trust or estate to attendance at family meetings is a fascinating, and increasingly …
Can the trust pay to defend a beneficiary’s intellectual property rights?
The question of whether a trust can legitimately fund the defense of a beneficiary’s intellectual property (IP) rights is surprisingly …
Can I provide continued funding for a family archive or library?
Establishing and maintaining a family archive or library is a beautiful way to preserve heritage for generations, but ensuring its …