What is a trustee in a testamentary trust?
A trustee in a testamentary trust is a person or institution legally responsible for managing assets held within a trust …
Escondido Estate Planning
Can I use the bypass trust to pass on digital copyrights or patents?
The bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to maximize the …
Can I create conditional inheritances based on marital status?
The question of whether you can create conditional inheritances based on marital status is complex, but generally, yes, it is …
Can I include a no-contest clause related to trust disputes?
A no-contest clause, also known as an *in terrorem* clause, is a provision within a trust document that attempts to …
Can a bypass trust fund public speaking training for heirs?
The question of whether a bypass trust can fund public speaking training for heirs is multifaceted, hinging on the specific …