Can I require the trustee to host open office hours annually for heirs?
The question of whether you can *require* a trustee to host annual office hours for heirs is complex, hinging on …
Wildomar Estate Planning
Can estate planning help me address disputes over heirloom distribution?
Estate planning isn’t just about financial assets; it’s a comprehensive strategy to manage and distribute all of your possessions, including …
How private is a living trust?
A living trust offers a significant degree of privacy compared to a will, but it’s not absolute; understanding the nuances …
Can I allow a beneficiary to waive their right to distributions?
The question of whether a beneficiary can waive their right to distributions from a trust or estate is a common …
Can the CRT fund a museum wing or gallery space in my name?
Charitable Remainder Trusts (CRTs) offer a unique avenue for supporting causes you care about, including cultural institutions like museums, and …