Can I cap lifetime distributions from the trust to prevent overuse?
Establishing a trust is a powerful tool for wealth management and ensuring your assets are distributed according to your wishes, …
Wildomar Estate Planning
Can I use a trust to fund diversity, equity, and inclusion initiatives?
The question of utilizing a trust to fund diversity, equity, and inclusion (DEI) initiatives is becoming increasingly popular as individuals …
Can I assign family leaders to evaluate trust success annually?
The idea of assigning family leaders to evaluate trust success annually is a common one, and while seemingly logical, it …
What happens if a minor inherits without a trust?
When a minor—someone under the age of 18 in most states—inherits property, the situation becomes significantly more complex than if …
Can the trust include built-in protections for beneficiaries with special needs?
Absolutely, a trust can, and often *should*, include built-in protections for beneficiaries with special needs, ensuring their long-term care and …