Can the trust include funds for parenting support if the beneficiary has children?
Absolutely, a trust can, and often should, include provisions for parenting support if the beneficiary has, or may have in …
Wildomar Estate Planning
Can I create instructions for heirs on managing environmental risks with inherited property?
Inheriting property can be a blessing, but it also comes with potential responsibilities, including understanding and mitigating environmental risks. Often …
Can a trust require quarterly financial planning check-ins?
Absolutely, a trust can, and often should, require quarterly financial planning check-ins, ensuring its continued alignment with the grantor’s original …
Can a CRT own conservation easements?
Conservation easements, powerful tools for land preservation, present a unique intersection with Charitable Remainder Trusts (CRTs), requiring careful consideration for …
How do I title a bank account in the name of the trust?
Titling a bank account in the name of a trust is a crucial step in effective estate planning, ensuring a …