Can the CRT remainder be required to support free public programming?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for life (or a …
Wildomar Estate Planning
Can I limit trust investments to companies that align with family values?
The question of whether you can limit trust investments to companies that align with family values is becoming increasingly common …
Can the trust be used to purchase carbon offsets annually?
The question of whether a trust can be utilized to purchase carbon offsets annually is increasingly relevant as individuals and …
Can I create performance bonds for trustee responsibilities?
The question of whether performance bonds can be utilized for trustee responsibilities is complex, stemming from the unique fiduciary duties …
How does a testamentary trust work for single parents?
A testamentary trust, established within a last will and testament, offers a powerful estate planning tool, particularly for single parents …