Can a bypass trust pay for a beneficiary’s student loan debt?
The question of whether a bypass trust can cover a beneficiary’s student loan debt is a common one, and the …
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Can I require pre-marital agreements for beneficiaries?
Protecting assets within a trust or estate plan, particularly when beneficiaries are entering into marriage, requires proactive planning and a …
Can a trust limit how much can be withdrawn annually?
Yes, a trust absolutely can, and often does, limit how much can be withdrawn annually, or over any given period, …
Can I provide incentives for heirs who serve on nonprofit boards?
The question of providing incentives to heirs for serving on nonprofit boards is a complex one, straddling the lines of …
Can I prioritize certain beneficiaries based on need?
The question of whether you can prioritize beneficiaries based on need within your estate plan is a common one, and …
Can a bypass trust pay for a beneficiary’s student loan debt?
The question of whether a bypass trust can pay for a beneficiary’s student loan debt is complex and depends heavily …
Can I require pre-marital agreements for beneficiaries?
As an estate planning attorney in Wildomar, I frequently encounter situations where clients wish to protect assets intended for their …
Can I prohibit certain investments in the trust?
Absolutely, as the grantor of a trust, you possess significant control over its terms, including the ability to specifically restrict …
Can I assign generational financial literacy benchmarks to the trust?
The question of incorporating financial literacy benchmarks into a trust for future generations is gaining traction as estate planning attorneys …
Can I prioritize certain beneficiaries based on need?
The question of whether you can prioritize certain beneficiaries based on need is a common one in estate planning, and …