Can beneficiaries remove a trustee?
The question of whether beneficiaries can remove a trustee is a surprisingly common one, and the answer, unfortunately, isn’t a …
Wildomar Estate Planning
Can I name a religious mission as a CRT remainder recipient?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can a bypass trust include parameters for establishing a family foundation?
Absolutely, a bypass trust—also known as a credit shelter trust—can and often does include provisions outlining the conditions and mechanisms …
Can I plan for inheritance of non-titled property like tools or musical instruments?
Yes, you absolutely can plan for the inheritance of non-titled property like tools, musical instruments, jewelry, or collectibles, but it …
Can the trust be required to offset its own carbon footprint annually?
The question of whether a trust can – or *should* – be required to offset its own carbon footprint annually …