Can the trust be used to subsidize community engagement or volunteering?
Absolutely, a thoughtfully structured trust can indeed be utilized to support and encourage community engagement or volunteering, aligning your values …
Can I set expectations for public speaking or advocacy in trust terms?
The question of whether you can set expectations for public speaking or advocacy within the framework of a trust is …
Can I use estate planning to manage foreign pension assets?
Managing assets, especially those held internationally like foreign pensions, requires careful planning, and estate planning is a crucial component of …
Can I establish a bypass trust that transforms into a private foundation upon termination?
Establishing a bypass trust that seamlessly transitions into a private foundation upon its termination is a sophisticated estate planning strategy, …
Can I establish required reading lists for beneficiaries?
The idea of establishing “required reading lists” for beneficiaries, while unconventional, taps into a deeper desire to impart wisdom, values, …
What happens if the trustee fails in their duties?
A trustee holds a significant position of trust, managing assets for the benefit of beneficiaries, and a failure to fulfill …
Can the trust be structured to pause funding based on behavioral issues?
The question of whether a trust can be structured to pause funding based on behavioral issues is a complex one, …
Can I specify how trust property should be maintained?
As an estate planning attorney in Wildomar, I often encounter clients eager to not just establish a trust, but to …
Can I name an alternate successor trustee?
Absolutely, naming an alternate successor trustee is a crucial part of comprehensive estate planning, offering a safety net to ensure …
Should I store my trust with an attorney or at home?
Deciding where to keep your original trust documents is a crucial step in estate planning, often overlooked until a critical …