Can I add a clause to freeze distributions during family disputes?
The question of whether you can add a clause to freeze distributions during family disputes within a trust is a …
Wildomar Estate Planning
Can I establish inheritance tiers based on civic metrics?
The question of whether you can establish inheritance tiers based on civic metrics – things like volunteer hours, charitable donations, …
Can I fund a beneficiary’s immigration or citizenship expenses?
The question of whether you can financially assist a beneficiary with their immigration or citizenship expenses is a common one …
Can the trust require employment status updates from beneficiaries?
The question of whether a trust can require employment status updates from beneficiaries is a complex one, deeply rooted in …
How does a testamentary trust work in community property states?
A testamentary trust, created within a will, offers a powerful tool for estate planning, especially within the unique framework of …