Can a special needs trust pay for estate planning services for the beneficiary’s future?
The question of whether a special needs trust (SNT) can cover estate planning services for its beneficiary is a nuanced …
Wildomar Estate Planning
Can I require the charity to use the remainder in a specific way?
Yes, you absolutely can, and often do, direct how a charitable remainder should be used, though the degree of control …
Can I create regional education or mentorship funding with the trust?
Establishing a trust is a powerful tool for wealth transfer, but its capabilities extend far beyond simply distributing assets to …
What happens if my trust documents are lost?
Losing the original documents for your trust can understandably cause significant anxiety, but it doesn’t necessarily invalidate the trust itself, …
Can I require use of cooperatively owned financial institutions?
The question of mandating the use of cooperatively owned financial institutions within an estate plan is complex, blending legal feasibility …