Can a testamentary trust be used as part of an asset protection strategy?
Testamentary trusts, established within a will and coming into effect after death, present a nuanced approach to asset protection, differing …
Wildomar Estate Planning
Can a trustee be required to pass ethics exams at intervals?
The question of whether a trustee can – or should – be required to pass ethics exams at intervals is …
Can I create a plan for the reallocation of unused trust funds?
Trusts, while powerful estate planning tools, don’t always spend every penny exactly as initially intended; life changes, unforeseen circumstances, or …
Can I direct the trust to provide companionship or social supports?
The question of whether a trust can direct funds towards companionship or social supports is becoming increasingly common, reflecting a …
Can a special needs trust offer disaster evacuation planning?
The question of whether a special needs trust can incorporate disaster evacuation planning is increasingly relevant, especially in regions prone …