What assets can be placed into a testamentary trust?
A testamentary trust, established within a will, offers a flexible method for managing and distributing assets after one’s passing, but …
Wildomar Estate Planning
Can a special needs trust pay for professional peer networking platforms?
The question of whether a special needs trust (SNT) can cover the costs of professional peer networking platforms is a …
Can I include a no-conflict-of-interest policy in the trust’s governance?
Establishing a trust is a cornerstone of comprehensive estate planning, allowing for the managed distribution of assets according to your …
Can I include cost-of-living adjustments in annual disbursements?
The question of whether to include cost-of-living adjustments (COLAs) in annual disbursements from a trust is a frequent one for …
What happens to trust administration during a trustee transition?
The seamless transition of trust administration when a trustee steps down or is replaced is critical to preserving the trust’s …