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The afternoon sun cast long shadows across the La Jolla coastline as Sarah nervously smoothed the papers on the kitchen …
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Can a bypass trust sponsor wellness evaluations every five years?
Bypass trusts, also known as generation-skipping trusts, are powerful estate planning tools designed to transfer assets to grandchildren (or more …
Can I designate sustainability-focused review checkpoints every decade?
The question of integrating sustainability reviews into estate plans, specifically designating checkpoints every decade, is gaining traction as clients increasingly …
Can I establish protocols for resolving family disagreements?
Navigating family dynamics surrounding estates can be incredibly challenging, and proactively establishing protocols for resolving disagreements is not only possible, …
Can a bypass trust distribute assets to adopted children?
The question of whether a bypass trust can distribute assets to adopted children is nuanced and depends heavily on the …
Can the trust hold hedge funds or alternative investments?
Yes, a trust can absolutely hold hedge funds or alternative investments, but it requires careful planning and understanding of the …
Can a trust contain a wellness reserve fund for emergencies?
Absolutely, a trust can, and often should, contain a wellness reserve fund for emergencies, providing a crucial financial safety net …