Can I require a licensed fiduciary to manage distributions?
The question of whether you can require a licensed fiduciary to manage distributions from a trust is a common one, …
Wildomar Estate Planning
Can I include transition-out planning when the beneficiary reaches retirement age?
Estate planning isn’t simply about what happens *after* someone passes away; it’s a dynamic process that should adapt to life’s …
Can I include visual scheduling tools as allowable trust expenses?
Determining what constitutes an allowable expense for a trust can be surprisingly complex, extending beyond simple medical bills or property …
Can I write a letter of wishes to accompany my testamentary trust?
A letter of wishes is a powerful, though non-binding, document that can provide invaluable guidance to the trustee of your …
Can a special needs trust coexist with a guardianship?
Navigating the legal landscape for individuals with special needs requires careful consideration of various tools, and a common question arises: …