Can I require the trustee to consult with an advisor?
The question of whether you can require a trustee to consult with an advisor is a common one for those …
Wildomar Estate Planning
Can I create a CRT to support cultural preservation initiatives?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that can indeed be structured to support cultural preservation initiatives, offering …
Can I allocate different responsibilities to different trustees?
The question of whether you can assign distinct duties to co-trustees is a common one for clients of estate planning …
Can a special needs trust be part of a living trust?
Absolutely, a special needs trust can, and often should, be integrated as a component within a comprehensive living trust, allowing …
Can I require mandatory financial education for beneficiaries of a bypass trust?
The question of whether to require mandatory financial education for beneficiaries of a bypass trust is becoming increasingly relevant, as …