Can I direct how remaining assets are distributed after the trust ends?
Absolutely, you can direct how remaining assets are distributed after the trust ends, and this is a crucial aspect of …
Wildomar Estate Planning
Can a bypass trust be amended or revoked?
A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to take advantage …
Can the trust require cultural competency training for trustees?
The modern estate planning landscape is evolving, and with it, the expectations placed on trustees. While traditionally focused on financial …
Can I set aside a fund for beneficiaries to collaborate on social impact campaigns?
The idea of dedicating estate planning funds to facilitate collaborative social impact campaigns amongst beneficiaries is innovative and increasingly popular, …
Can a special needs trust fund social media training or tools?
Absolutely, a special needs trust can, and in many cases *should*, fund social media training or tools, but with careful …