Can I use a CRT to promote bilingual education initiatives?
Community Reinvestment Trusts (CRTs) offer a surprisingly versatile tool for funding a diverse range of initiatives, and bilingual education is …
Wildomar Estate Planning
Can I direct a trust to fund new family-owned ventures after review?
Absolutely, a thoughtfully drafted trust can be a powerful tool for funding future family-owned ventures, but it requires careful planning …
Can a bypass trust qualify for the marital deduction?
The question of whether a bypass trust—also known as a credit shelter trust or a B trust—can qualify for the …
Can the trust assist with debt management services for the beneficiary?
Establishing a trust is often viewed as a means to protect assets and ensure their proper distribution after one’s passing, …
Can a bypass trust allocate funds for travel required by family obligations?
A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to minimize estate …