Can a special needs trust fund a financial contingency planning course?
The question of whether a Special Needs Trust (SNT) can fund a financial contingency planning course is complex, but generally, …
Wildomar Estate Planning
Can I require the trustee to publish annual financial summaries?
As a beneficiary of a trust, the question of transparency and accountability is paramount, and requiring annual financial summaries from …
Can a CRT be designed to comply with international philanthropic laws?
Charitable Remainder Trusts (CRTs) present a fascinating intersection of estate planning, tax law, and increasingly, international philanthropic goals; while traditionally …
Can I require conflict resolution workshops for the family?
Navigating family dynamics, especially when estate planning is involved, often reveals underlying tensions and potential conflicts that can derail even …
Can I allow for dynamic reallocation of assets based on changing family needs?
The question of adapting an estate plan to shifting family circumstances is paramount in modern estate planning, particularly as life …