Can I create a rule that penalizes trust misuse with reduced access?
The question of whether one can create a rule penalizing trust misuse with reduced access is complex, deeply rooted in …
Wildomar Estate Planning
Can I authorize blended family planning tools in the estate?
The complexities of blended families—those formed through remarriage or the coming together of children from previous relationships—present unique challenges for …
Can I set mandatory reevaluation checkpoints every five years?
The question of incorporating mandatory reevaluation checkpoints into an estate plan, specifically every five years, is a pragmatic one gaining …
Can I require investment in local community development projects?
The question of tying estate planning to investment in local community development projects is complex, blending philanthropic desires with legal …
Can the CRT allow for income reallocation to meet family care needs?
Community Property Trusts (CRTs), established under California law, offer a degree of flexibility that can indeed be utilized to address …