Can a bypass trust limit access based on criminal history?
The question of whether a bypass trust can legally limit access to funds based on a beneficiary’s criminal history is …
Escondido Estate Planning
Can the trust accept donations from a GoFundMe or fundraiser?
Yes, a trust can generally accept donations from platforms like GoFundMe or other fundraising initiatives, but it’s not always a …
Can I mandate virtual check-ins for geographically dispersed heirs?
The question of mandating virtual check-ins for geographically dispersed heirs within a trust or estate plan is increasingly relevant in …
Can I include a no-contest clause in a testamentary trust?
A no-contest clause, also known as an *in terrorem* clause, is a provision within a testamentary trust (created through a …
Can my estate provide seed money for family startup ventures?
The question of funding family ventures from an estate is a common one, and the answer is nuanced, depending heavily …