Can I include guidelines for investment in low-carbon industries?
Navigating the complexities of estate planning often extends beyond simply distributing assets; increasingly, clients are seeking ways to align their …
Wildomar Estate Planning
Can I use a testamentary trust to set up conditional travel stipends?
A testamentary trust, established through a will, offers a powerful mechanism for distributing assets, and yes, can absolutely be structured …
Can a trust issue promissory notes to family members?
The question of whether a trust can issue promissory notes to family members is complex, hinging on the specific terms …
Can I specify guidelines for charitable giving by the trust?
Yes, you absolutely can specify guidelines for charitable giving within a trust, and in fact, it’s a very common and …
Can a testamentary trust provide emergency-only financial support?
A testamentary trust, established through a will and taking effect after death, can indeed be structured to provide emergency-only financial …