Can I add provisions for digital backup and archiving of trust documents?
In today’s increasingly digital world, the question of how to securely preserve important documents, particularly those related to estate planning …
Wildomar Estate Planning
Can I assign an environmental sustainability clause to trust real estate?
The question of incorporating environmental sustainability clauses into trusts holding real estate is gaining traction as both ecological awareness and …
Can a bypass trust distribute only income and retain principal permanently?
Yes, a bypass trust, also known as a credit shelter trust or an A-B trust (though less common now due …
Can a special needs trust include a clause for culturally specific care resources?
Absolutely, a special needs trust can, and often *should*, include a clause for culturally specific care resources, recognizing that holistic …
Can I fund job retraining programs for unemployed beneficiaries?
The question of whether you can fund job retraining programs for unemployed beneficiaries through estate planning tools is a complex …