Can I link funding to beneficiaries’ children’s performance or behavior?
The question of whether you can link funding within a trust to a beneficiary’s children’s performance or behavior is a …
Wildomar Estate Planning
Can the trust fund communication devices or apps?
The question of whether a trust fund can be used to fund communication devices or apps—smartphones, tablets, data plans, and …
Can I require dispute resolution by arbitration or mediation?
Yes, you absolutely can require dispute resolution by arbitration or mediation, and it’s becoming increasingly common in estate planning to …
Can a special needs trust fund long-term storage of medical records?
The question of whether a special needs trust (SNT) can fund the long-term storage of medical records is multifaceted, requiring …
Can I create an ethical will alongside my legal estate plan?
An ethical will, also known as a legacy letter, is a powerful document that complements a traditional legal estate plan, …