Can I require the trustee to rotate investment classes periodically?
The question of whether you can require a trustee to periodically rotate investment classes is a common one in estate …
Wildomar Estate Planning
Can a trust shield my heirs from managing money too early?
The question of whether a trust can shield heirs from managing money prematurely is a common concern for parents and …
Can a trust distribute assets in-kind?
Yes, a trust can absolutely distribute assets in-kind, meaning assets other than cash, offering flexibility beyond simply liquidating everything and …
Can a CRT be structured to minimize Unrelated Business Income Tax (UBIT)?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets, receive income for a term of …
Can I include performance benchmarks for trust investments?
Trusts are essential tools for managing and distributing assets, ensuring your wishes are honored and your loved ones are protected, …