Can I restrict distributions to essential expenses only?
As an estate planning attorney in Wildomar, I often encounter clients wanting precise control over how their assets are distributed …
Wildomar Estate Planning
Do I need a certificate of trust to open bank accounts?
The question of whether you need a certificate of trust to open bank accounts is a common one for those …
Can I cap trust distributions based on wealth level of the beneficiary?
The question of whether you can cap trust distributions based on a beneficiary’s wealth level is a complex one, deeply …
Can a CRT provide for early remainder release if donor health fails?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can a special needs trust have multiple trustees?
Yes, a special needs trust can absolutely have multiple trustees, and in many cases, it’s a highly recommended practice, offering …