Can I require public acknowledgment of the trust’s role in major expenses?
The question of requiring public acknowledgment of a trust’s involvement in major expenses is a nuanced one, heavily dependent on …
Wildomar Estate Planning
Can the CRT distribute assets to the charity before the trust term ends?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to a charity of their …
Can I require that property be maintained in historical condition?
Preserving a property’s historical character is a deeply personal desire for many estate planning clients, and it’s absolutely possible to …
Can a special needs trust pay for clothing?
The question of whether a special needs trust (SNT) can pay for clothing is a common one for families caring …
Can a testamentary trust be used to support an aging sibling?
A testamentary trust, created within a will, offers a powerful tool to provide ongoing support for a sibling facing the …