Can I establish thresholds for net worth before reducing distributions?
Establishing thresholds for net worth before reducing distributions from a trust is a complex area of estate planning, and the …
Wildomar Estate Planning
Is a trust a substitute for a complete estate plan?
While often considered a cornerstone of sophisticated estate planning, a trust is rarely, if ever, a complete substitute for a …
Can I integrate my estate plan with my business exit strategy?
Absolutely, integrating your estate plan with your business exit strategy is not only possible, but often crucial for a smooth …
Can I require language access services as part of the CRT’s remainder use?
Community Reinvestment Trusts (CRTs) are increasingly utilized as powerful estate planning tools, allowing individuals to support charitable causes while receiving …
Can I appoint someone to act as a family historian through the trust?
The idea of designating a family historian within a trust is an increasingly popular concept, reflecting a desire to preserve …