Can I prevent beneficiaries from pledging trust assets as loan collateral?
The question of protecting trust assets from beneficiary creditors is a crucial one for many estate planners, and the answer, …
Wildomar Estate Planning
Can a person with a mental illness be a beneficiary of a special needs trust?
Yes, a person with a mental illness can absolutely be a beneficiary of a special needs trust, and in many …
How does an irrevocable trust affect my eligibility for financial aid?
Irrevocable trusts, while excellent tools for estate planning and asset protection, can present complexities when it comes to applying for …
What are the tax filing requirements for a revocable trust?
A revocable trust, also known as a living trust, is a popular estate planning tool, but understanding its tax implications …
Can the bypass trust hold interests in private equity funds?
The question of whether a bypass trust, also known as a “B” trust, can hold interests in private equity funds …