Can I live in a home that’s owned by my irrevocable trust?
The question of residing in a home held by an irrevocable trust is a common one for individuals engaging in …
Wildomar Estate Planning
Can I require the charity to provide program-specific updates to my heirs?
Planning to leave a legacy through charitable giving is a wonderful way to ensure your values continue after you’re gone, …
Can I impose audit committee reviews for trustee choices?
The question of incorporating audit committee reviews into the selection of trustees is gaining traction, particularly for larger estates or …
Can I exclude heirs who refuse arbitration agreements?
The question of excluding heirs who refuse to sign arbitration agreements is a complex one, deeply rooted in estate planning …
Can a special needs trust fund job-site evaluations for accessibility?
The question of whether a special needs trust can fund job-site evaluations for accessibility is a multifaceted one, deeply intertwined …