Can I prohibit disbursements to beneficiaries engaged in class action suits?
The question of whether you can prohibit disbursements to beneficiaries involved in class action lawsuits is complex, touching on the …
Wildomar Estate Planning
Can I structure a bypass trust to provide unequal distributions to children?
The question of whether a bypass trust can facilitate unequal distributions to children is a common one for estate planning …
Can I build a financial literacy curriculum into the trust?
The idea of incorporating a financial literacy component into a trust is gaining traction as estate planning attorneys recognize the …
Can I set up a charitable remainder trust with appreciated stock?
Yes, you absolutely can establish a charitable remainder trust (CRT) using appreciated stock, and it’s a powerful estate planning tool …
Can I require that heirs maintain a personal financial reserve before accessing the trust?
Absolutely, incorporating a requirement for heirs to maintain a personal financial reserve before accessing trust funds is a sophisticated estate …