Can I set up the trust so that distributions are based on academic performance?
The question of tying trust distributions to academic performance is a surprisingly common one, and the answer is a resounding …
Wildomar Estate Planning
Can I require a trustee to consult with specific professionals annually?
The question of whether you can *require* a trustee to consult with specific professionals annually is complex, rooted in the …
Can a bypass trust distribute income to multiple generations?
The short answer is yes, a bypass trust, also known as a generation-skipping trust, is specifically designed to distribute assets …
Can the trust assist with long-term community housing affordability for heirs?
The question of whether a trust can assist with long-term community housing affordability for heirs is becoming increasingly relevant, especially …
Can I assign oversight to a nonprofit advisor I trust?
The question of assigning oversight to a trusted nonprofit advisor is a common one for individuals navigating estate planning, especially …