Can I make disbursements contingent on family mediation?
The question of whether disbursements from a trust or estate can be made contingent on family mediation is complex, touching …
Wildomar Estate Planning
Can I allow virtual meetings for trustee decisions?
The question of whether trustee decisions can be made during virtual meetings has become increasingly relevant in recent years, particularly …
Can a bypass trust be conditioned on compliance with a prenup agreement?
The interplay between bypass trusts and prenuptial agreements is a nuanced area of estate planning, increasingly common as blended families …
Can I disinherit someone with a testamentary trust?
The question of whether you can disinherit someone, even with a carefully constructed testamentary trust, is a surprisingly complex one …
Can a bypass trust subsidize a sabbatical or study leave for a beneficiary?
The question of whether a bypass trust can subsidize a sabbatical or study leave for a beneficiary is complex and …