Can I create rotational leadership roles in estate management councils?
Establishing rotational leadership within estate management councils is a progressive approach that can bolster engagement, develop future leaders, and prevent …
Wildomar Estate Planning
Can I make a trust that activates only if the beneficiary becomes disabled?
Yes, you absolutely can create a trust that activates only if the beneficiary becomes disabled, and these are commonly known …
Can I use a CRT to support disaster relief or emergency response organizations?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that can indeed be used to support disaster relief and emergency …
What is the process of administering a testamentary trust?
A testamentary trust, created within a will, comes into effect *after* someone passes away, unlike a living trust established during …
Can I make distributions based on age brackets?
The question of whether you can distribute trust assets based on age brackets is a common one for clients of …