Can I use the bypass trust to pass on digital copyrights or patents?
The bypass trust, a strategic component of advanced estate planning, offers a pathway to transfer assets—including potentially complex intellectual property …
Wildomar Estate Planning
Does a trust override a will?
That’s a common question for those considering estate planning, and the answer isn’t a simple yes or no; it’s a …
Can I include a no-contest clause related to trust disputes?
The inclusion of a no-contest clause, also known as an *in terrorem* clause, in a California trust is a complex …
Can a testamentary trust govern how family businesses are transitioned or sold?
Yes, a testamentary trust is a powerful tool for governing the transition or sale of family businesses, offering a structured …
Can a CRT be customized for philanthropic goals over multiple decades?
Charitable Remainder Trusts (CRTs) are incredibly versatile estate planning tools, and the answer is a resounding yes, they can absolutely …