Can I include restrictions preventing political lobbying with CRT remainder funds?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Wildomar Estate Planning
Can I designate a financial coach to work with beneficiaries?
The question of whether you can designate a financial coach to work with beneficiaries within your estate plan is increasingly …
Can a special needs trust provide incentives for healthy eating habits?
Yes, a special needs trust (SNT) can absolutely be structured to incentivize healthy eating habits for a beneficiary with special …
Can a testamentary trust define financial independence criteria?
Absolutely, a testamentary trust can, and often *should*, define financial independence criteria for its beneficiaries, providing a roadmap for responsible …
Can I change the income beneficiary after the trust is established?
The ability to change an income beneficiary after a trust is established depends heavily on the type of trust created …