Can the surviving spouse choose to opt out of a bypass trust?
A bypass trust, also known as an AB trust or credit shelter trust, is a valuable estate planning tool designed …
Wildomar Estate Planning
Can the trust invest in real estate development projects?
Yes, a trust *can* invest in real estate development projects, but it’s significantly more complex than simply buying a rental …
Can the trust require trustees to hold advanced fiduciary credentials?
The question of whether a trust can require trustees to hold advanced fiduciary credentials is becoming increasingly relevant in modern …