Can I tie distributions to successful completion of counseling or therapy?
The question of whether you can tie distributions from a trust to a beneficiary’s successful completion of counseling or therapy …
Wildomar Estate Planning
Can a bypass trust offset tax on inherited annuities?
The question of whether a bypass trust can offset tax on inherited annuities is complex, deeply rooted in estate tax …
What is the benefit of holding life insurance in a trust?
Holding life insurance within a trust, particularly an Irrevocable Life Insurance Trust (ILIT), offers a multifaceted approach to estate planning, …
Can the trust incentivize public service careers through bonuses or grants?
The question of whether a trust can incentivize public service careers through bonuses or grants is a fascinating one, increasingly …
Can I require social impact investment reporting from trust-funded ventures?
The question of whether you can require social impact investment reporting from ventures funded by a trust is increasingly relevant …