Can I combine a testamentary trust with a living trust plan?
Absolutely, combining a testamentary trust with a living trust is not only possible but often a strategically sound approach to …
Escondido Estate Planning
Can I appoint an AI monitor to flag unusual transaction patterns?
The question of utilizing artificial intelligence to monitor financial transactions within a trust or estate plan is becoming increasingly relevant, …
Can the bypass trust hold bank accounts in multiple states?
Yes, a bypass trust, also known as a credit shelter trust or an A-B trust (though less common now due …
Can a special needs trust pay for educational apps?
Navigating the financial landscape for a loved one with special needs requires careful planning, and a crucial component of that …
Can a CRT be funded by multiple people with proportional payouts?
Certainly, a Charitable Remainder Trust (CRT) can absolutely be funded by multiple people, with payouts structured proportionally based on each …