Can the trust support the purchase of social-emotional learning tools?
Trusts, while often associated with financial investments and property, can indeed be structured to support a surprisingly broad range of …
Wildomar Estate Planning
Can a trust mandate climate resilience planning for family property?
The increasing impacts of climate change—rising sea levels, intensified wildfires, and more frequent extreme weather events—are prompting families to consider …
Can a CRT income stream be pledged as collateral?
Charitable Remainder Trusts (CRTs) offer a unique avenue for both charitable giving and income generation, but the question of whether …
Should I use an attorney to draft a special needs trust?
Navigating the complexities of providing long-term care for a loved one with special needs requires careful planning, and a Special …
Can I require that distributions be managed by a licensed advisor?
Absolutely, you can, and often should, require that distributions from a trust be managed by a licensed financial advisor, ensuring …