Can I include home energy-efficiency targets in trust housing stipulations?
The question of incorporating home energy-efficiency targets into trust housing stipulations is becoming increasingly relevant as beneficiaries and trustees alike …
Wildomar Estate Planning
Can a charitable remainder trust be funded with cryptocurrency?
The question of whether a charitable remainder trust (CRT) can be funded with cryptocurrency is gaining traction as digital assets …
Can I include clauses that direct support to heirs with medical conditions?
The question of providing for heirs with medical conditions within an estate plan is not only possible, but often a …
Can the bypass trust allow income to vary with market-based cost indexes?
The bypass trust, also known as a credit shelter trust or an A-B trust (though less common now due to …
Can a special needs trust offer accessibility reporting software for trustees?
Navigating the complexities of a special needs trust requires diligent oversight, and increasingly, technology is playing a vital role in …