Can I set carbon offset requirements for trust-owned assets?
The question of incorporating environmental considerations, specifically carbon offset requirements, into the management of trust-owned assets is gaining traction as …
Wildomar Estate Planning
What is a trustee, and what do they do?
A trustee is a central figure in the world of trusts, acting as a fiduciary responsible for managing assets for …
Can a bypass trust fund only post-secondary education?
A bypass trust, also known as a Section 529 plan, is a powerful estate planning tool designed to transfer assets …
Can a trust distribute rewards for meeting family milestones?
Yes, a trust can absolutely be structured to distribute rewards for meeting family milestones, offering a unique way to incentivize …
Can I delay distributions to adult children in a testamentary trust?
Yes, you absolutely can delay distributions to adult children in a testamentary trust, and often, strategically doing so is a …