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.
About Seth Bier
Seth Bier is an estate planning attorney serving Redondo Beach, Palos Verdes Peninsula, Manhattan Beach, Hermosa Beach, Torrance, and families throughout the South Bay. His practice focuses on trust planning, probate avoidance, and long-term inheritance protection strategies.
