Can a testamentary trust support specific medical needs?
A testamentary trust, established through a will and taking effect after death, absolutely can be designed to support specific medical …
Wildomar Estate Planning
Can I set up a testamentary trust for minor children?
Yes, establishing a testamentary trust for minor children is a common and effective estate planning strategy, providing a mechanism to …
Can I include directions for successor trustees?
Navigating the responsibilities of a successor trustee can feel daunting, and proactively including clear directions within an estate plan is …
Can a trust help protect against elder financial abuse?
Elder financial abuse is a tragically growing problem, with estimates suggesting that one in ten older Americans experience some form …
Can the trust reimburse volunteer transportation services?
Navigating the complexities of trust administration often brings up unique questions regarding permissible distributions, and one increasingly common inquiry revolves …