Can the trust limit ownership in leveraged ETFs?
Leveraged Exchange Traded Funds (ETFs) have become increasingly popular among investors seeking amplified returns, but their complex nature and potential …
Escondido Estate Planning
Can I require a trustee to consult with specific professionals annually?
The question of whether you can *require* a trustee to consult with specific professionals annually is a complex one, deeply …
Can a bypass trust distribute income to multiple generations?
The concept of a bypass trust, also known as a generation-skipping trust, is specifically designed to transfer assets to future …
Can a trust underwrite loans to family members?
While seemingly straightforward, the practice of a trust underwriting loans to family members is a complex area of estate planning …
What is the difference between a living trust and a testamentary trust?
The core distinction between a living trust and a testamentary trust lies in when and how they are created and …