What are the limitations of a testamentary trust for real estate planning?
Testamentary trusts, created within a will, offer a valuable tool for managing and distributing real estate assets after death, but …
Wildomar Estate Planning
Can I include protections against trust misuse by the surviving spouse?
The question of safeguarding a trust from potential misuse by a surviving spouse is a common and valid concern for …
Can a revocable trust become irrevocable after my death?
The short answer is yes, a revocable trust becomes irrevocable upon the death of the grantor, the person who created …
Can I create tiered beneficiary access based on personal milestones?
The question of structuring beneficiary access in estate planning around personal milestones is gaining traction as families seek more nuanced …
Can a special needs trust pay for art supplies for therapeutic use?
The question of whether a special needs trust can cover the cost of art supplies for therapeutic use is a …