Can I limit disbursements during times of political unrest or instability?
The question of controlling asset distribution amidst global or domestic upheaval is a pressing concern for many individuals with estate …
Wildomar Estate Planning
Should I record my trust with the county?
Recording a trust with the county recorder’s office is a common question for individuals establishing estate plans, and while not …
Can the CRT include a grant review committee appointed by the donor?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can the trust be structured to create annual competitions or awards for heirs?
Absolutely, a trust can be meticulously structured to establish annual competitions or awards for its beneficiaries, incentivizing personal growth, achievement, …
Can a special needs trust fund participation in disability advocacy?
The question of whether a special needs trust (SNT) can participate in disability advocacy is complex, but generally, the trust …