Can I require the trustee to publish a family impact report?
The idea of a “family impact report” stemming from a trust is a fascinating, though not traditionally standard, request. While …
Wildomar Estate Planning
Can the trust pay for counseling or rehab services?
Navigating the complexities of trust administration often leads to questions about permissible distributions, and whether those funds can be utilized …
What’s the difference between a testamentary trust and an inter vivos trust?
Navigating the world of estate planning can feel like learning a new language, filled with terms like “trusts” that often …
Can a CRT be funded with personal property like collectibles or jewelry?
Charitable Remainder Trusts (CRTs) offer a powerful way to support your favorite charities while potentially reducing your current tax burden …
Can I cap the annual distribution from a high-yielding asset?
The question of whether you can cap the annual distribution from a high-yielding asset is a common one, particularly for …