Can I include provisions to prevent generational entitlement?
The question of how to instill responsibility and avoid fostering entitlement in future generations is a common concern for estate …
Wildomar Estate Planning
Can the trust fund tools for goal tracking and habit-building?
The notion of a trust fund immediately evokes images of inherited wealth, but increasingly, sophisticated estate planning, spearheaded by attorneys …
Can the trust pay for private security in extreme situations?
The question of whether a trust can fund private security, particularly in “extreme situations,” is a nuanced one, heavily dependent …
Can a testamentary trust support temporary financial hardship needs?
Testamentary trusts, created within a will and taking effect after death, are frequently envisioned as long-term wealth management tools, but …
Can the CRT distribute income to a charitable remainder annuity trust in succession?
The question of whether a Charitable Remainder Trust (CRT) can distribute income to a Charitable Remainder Annuity Trust (CRAT) in …