Can I name a trust company as both trustee and remainder beneficiary?
The question of whether you can name a trust company as both trustee and remainder beneficiary is complex, and the …
Wildomar Estate Planning
Can I require annual reporting from the remainder charity?
Navigating charitable giving through estate planning, particularly with remainder interests, requires careful consideration of reporting requirements and oversight to ensure …
Can I include a review clause tied to major life milestones?
The question of whether to include a review clause tied to major life milestones within an estate plan is a …
Can a conservator manage a special needs trust?
The question of whether a conservator can manage a special needs trust (SNT) is complex and requires a nuanced understanding …
Can I require civic engagement verification for access to discretionary funds?
The question of tying access to discretionary funds to civic engagement verification is gaining traction as communities seek to encourage …