Can I schedule automatic reviews of tax efficiency within the trust?
Establishing a trust is often seen as a cornerstone of sound estate planning, but it’s not a “set it and …
Wildomar Estate Planning
Can I require trustee approval before asset liquidation?
The question of whether you can require trustee approval before asset liquidation is a crucial one for anyone establishing a …
Can I leave property to be shared through the trust?
Yes, absolutely, a trust is an excellent vehicle for leaving property to be shared among multiple beneficiaries, offering a level …
Can a trust pay for moving expenses to accessible housing?
The question of whether a trust can cover moving expenses to accessible housing is a common one, and the answer …
Can I require psychological evaluations before distributions?
The question of whether you can require psychological evaluations before distributing assets from a trust is a complex one, deeply …