Can a bypass trust continue to generate income after the spouse’s death?
Yes, a bypass trust, also known as a credit shelter trust or an A-B trust, is specifically designed to continue …
Escondido Estate Planning
Can I restrict geographic usage of real estate assets within the trust?
Establishing a trust is a powerful tool for managing and distributing assets, and a frequently asked question revolves around controlling …
Can I appoint a family council to advise the trustee?
Establishing a family council to offer guidance to a trustee is a surprisingly common, and often beneficial, practice in estate …
Can I integrate open-source tools for managing estate workflows?
The question of integrating open-source tools into estate and trust administration workflows is becoming increasingly relevant as technology advances and …
How is a trustee removed legally?
The removal of a trustee is a serious legal matter governed by state law, and it’s rarely a simple process. …