Can I restrict trust management to a specific type of financial institution?
The question of restricting trust management to a specific type of financial institution is a common one for those creating …
Wildomar Estate Planning
Can a testamentary trust support adult children with special needs?
Yes, a testamentary trust can be a powerful tool for supporting adult children with special needs, providing ongoing care and …
Can the trust pay for estate management software?
Absolutely, a trust can indeed pay for estate management software, provided the terms of the trust document allow for such …
Can I include professional training for trustees in the trust terms?
The question of whether you can include professional training requirements for trustees within the trust terms is a complex one, …
Can I require publication of an annual family impact report?
The concept of a family impact report, while not a standard legal document in estate planning, is increasingly relevant for …