Can I include sunset provisions that phase out the trust over time?
The idea of a trust slowly dissolving, or “sunsetting,” over time is a surprisingly common and effective estate planning strategy, …
Wildomar Estate Planning
Can a revocable trust be used in business succession planning?
Absolutely, a revocable trust is a powerful and versatile tool that can be seamlessly integrated into a comprehensive business succession …
Can I allow digital voting for trust-related decisions?
The question of allowing digital voting for trust-related decisions is gaining traction as technology advances, but it’s a complex issue …
Can the trust require a minimum waiting period before a major purchase?
Absolutely, a trust can—and often should—require a minimum waiting period before a beneficiary can make a major purchase using distributions …
Can a special needs trust support navigation tools for travel training?
Absolutely, a special needs trust can, and often should, support navigation tools and travel training for beneficiaries, fostering independence and …