What fiduciary duties apply to co-trustees of a testamentary trust?
Co-trustees of a testamentary trust, established through a will and taking effect after death, are held to extremely high standards …
Escondido Estate Planning
Can a testamentary trust protect against creditors?
A testamentary trust, established through a will and taking effect after death, offers a nuanced approach to asset protection, but …
Can a bypass trust make distributions for health, education, maintenance, or support?
A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to utilize the …
Can a trust require proof of residence?
Yes, a trust can absolutely require proof of residence, though it’s not a standard, automatically included provision in every trust …
Can a testamentary trust help preserve family business continuity?
A testamentary trust, established within a will and taking effect after death, can indeed be a powerful tool for preserving …