Can a special needs trust pay for educational expenses?
Yes, a special needs trust can absolutely pay for educational expenses, but navigating the rules requires careful planning and understanding …
Wildomar Estate Planning
Can I link disbursements to benchmarks in career growth or entrepreneurship?
The question of linking financial outlays, or “disbursements,” to tangible progress in career advancement or entrepreneurial ventures is not merely …
Can a CRT remainder be earmarked for climate action programs?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income during …
Can a testamentary trust reward military service with bonus distributions?
Testamentary trusts, created through a will, offer a flexible way to distribute assets after someone passes away, and yes, they …
Can I require succession planning training for beneficiaries?
Succession planning isn’t just for businesses; it’s increasingly vital for families with significant wealth, and yes, you can—and often should—require …