Can I pick and choose what assets go into the “B” trust?
The answer depends upon the language of the trust document. Certain trusts include “pick and choose” language that allows trustees to selectively place assets into the “B” trust.
1897 California Ave., Ste. 102, Corona, CA 92881 • Newport Beach | 4940 Campus Dr., Ste. A, Newport Beach, CA 92660 • Temecula | 38975 Sky Canyon Dr., Ste. 101, Murrieta, CA 92563 • Riverside | 3780 12th Street, Riverside, CA 92501 • San Diego | 3111 Camino Del Rio, N., Ste. 442, San Diego, CA 92108 • Vista | 380 S. Melrose Dr., Ste. 347, Vista, CA 92083