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Wildomar Estate Planning

Can I require trustees to meet periodically with financial advisors?

June 7, 2025 by admin

As an estate planning attorney in Wildomar, I frequently encounter questions about the responsibilities and oversight of trustees, and whether …

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Can I set up a bypass trust to make income-based distributions?

June 7, 2025 by admin

The question of whether you can establish a bypass trust—also known as a credit shelter trust or a Section 2056 …

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Can a special needs trust subsidize peer-to-peer mentorship tools for disability support?

June 7, 2025 by admin

The question of whether a special needs trust can fund peer-to-peer mentorship tools for disability support is multifaceted, involving careful …

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Can I create a reporting dashboard for all distributions made from the trust?

June 7, 2025 by admin

Establishing a clear and comprehensive reporting system for trust distributions is a vital component of responsible trust administration, and yes, …

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Can a testamentary trust apply to out-of-state property?

June 7, 2025 by admin

Yes, a testamentary trust can absolutely apply to out-of-state property, but it requires careful planning and often, ancillary probate proceedings. …

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Recent Posts

  • Can I require trustees to meet periodically with financial advisors?
  • Can I set up a bypass trust to make income-based distributions?
  • Can a special needs trust subsidize peer-to-peer mentorship tools for disability support?

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