Can I include property-sharing agreements among heirs?
The question of dividing assets among heirs, particularly when it comes to specific property, is a common one in estate …
Wildomar Estate Planning
Can I require a trustee to complete background checks for vendors?
As a trustee in California, navigating the complexities of managing trust assets requires diligent oversight, and that certainly extends to …
Can I name a friend or relative as trustee of a bypass trust?
Bypass trusts, also known as credit shelter trusts, are estate planning tools designed to take advantage of the federal estate …
Can the trust subsidize costs of workplace accommodations?
Navigating the intersection of special needs trusts and workplace accommodations can be complex, but understanding the possibilities is crucial for …
Can I require all trustees to sign off on distributions?
The question of requiring all trustees to sign off on distributions is a common one for those establishing or managing …