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Wildomar Estate Planning

Can a bypass trust be used in community property states?

June 7, 2025 by admin

Yes, a bypass trust, also known as a credit shelter trust or an A-B trust, can absolutely be utilized in …

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Can a CRT support capital campaigns of a specific charity?

June 7, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to a charity while retaining …

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Can I require that heirs draft personal mission statements?

June 7, 2025 by admin

The question of whether an estate planning attorney like Steve Bliss can *require* heirs to draft personal mission statements as …

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Can a trustee be held personally liable?

June 7, 2025 by admin

The question of whether a trustee can be held personally liable is a critical one for anyone taking on the …

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Can I prohibit the resale of inherited assets within a specific time window?

June 7, 2025 by admin

The question of restricting the resale of inherited assets is a complex one, frequently encountered by estate planning attorneys like …

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Recent Posts

  • Can a bypass trust be used in community property states?
  • Can a CRT support capital campaigns of a specific charity?
  • Can I require that heirs draft personal mission statements?

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