Can I require pre-marital agreements for beneficiaries?
As an estate planning attorney in Wildomar, I frequently encounter situations where clients wish to protect assets intended for their …
Can I prohibit certain investments in the trust?
Absolutely, as the grantor of a trust, you possess significant control over its terms, including the ability to specifically restrict …
Can I assign generational financial literacy benchmarks to the trust?
The question of incorporating financial literacy benchmarks into a trust for future generations is gaining traction as estate planning attorneys …
Can I prioritize certain beneficiaries based on need?
The question of whether you can prioritize certain beneficiaries based on need is a common one in estate planning, and …
Can the trust include emergency provisions for pandemic or disaster response?
Absolutely, a thoughtfully drafted trust can and should include emergency provisions to address unforeseen circumstances like pandemics or natural disasters, …
Can I include a system for rotating trustee roles?
The question of whether you can include a system for rotating trustee roles within a trust is a common one, …
Can I give naming rights on family properties to descendants who meet certain criteria?
The idea of bestowing naming rights to family properties upon descendants who fulfill specific criteria is an increasingly popular, though …
Can a CRT be used to accomplish impact investing goals?
Charitable Remainder Trusts (CRTs) offer a fascinating avenue for aligning financial planning with philanthropic desires, and increasingly, with impact investing …
What happens to royalties in an irrevocable trust?
Royalties, those ongoing payments derived from intellectual property like copyrights, patents, or even mineral rights, present a unique challenge when …
How do I reopen a closed probate case?
The musty scent of old paper filled Martha’s nostrils as she sifted through boxes in her attic. A faded photograph …