How do I manage liquidity in a trust?
Successfully managing liquidity within a trust is crucial for ensuring beneficiaries receive distributions as intended and avoiding unnecessary complications or …
Wildomar Estate Planning
Can I assign a professional archivist to family records in the estate plan?
The idea of designating a professional archivist within an estate plan is a fascinating and increasingly relevant consideration, particularly for …
Can I require the trustee to consult with the beneficiary’s care team?
Navigating the complexities of a special needs trust requires a delicate balance between fiduciary duty and ensuring the beneficiary receives …
Can I structure support for descendants in political or social leadership roles?
The question of intentionally structuring estate plans to support descendants pursuing political or social leadership roles is a complex one, …
Can distributions be limited to only U.S.-based institutions?
The question of limiting distributions from a trust to only U.S.-based institutions is a common one, particularly for clients of …