Can I implement a trust blackout period during family litigation?
The question of temporarily pausing distributions from a trust during family legal battles—often termed a “blackout period”—is a complex one, …
Wildomar Estate Planning
Can I restrict how a CRT’s remainder is used geographically or demographically?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I prevent ex-spouses from accessing trust funds?
Divorce introduces complex legal considerations, especially when trusts are involved, and the question of whether an ex-spouse can access trust …
Can a trust mandate quarterly trustee updates to a family board?
Yes, a trust can absolutely mandate quarterly trustee updates to a family board, and increasingly, forward-thinking estate plans are incorporating …
How do I assign collectibles to a trust?
Assigning collectibles to a trust is a crucial step in estate planning, ensuring these valuable items are distributed according to …