Can I create a clause that reduces distributions based on criminal convictions?
The question of incorporating clauses that adjust trust distributions based on a beneficiary’s criminal convictions is increasingly relevant in estate …
Wildomar Estate Planning
Can a testamentary trust support the development of family-owned land?
A testamentary trust, established through a will and coming into effect after death, presents a unique but viable method for …
Can a CRT be used to transition ownership of a family business?
A Charitable Remainder Trust (CRT) can indeed be a powerful tool for transitioning ownership of a family business, offering both …
What is an A-B trust strategy?
An A-B trust, also known as a bypass trust, is an estate planning tool designed to maximize the use of …
Can I embed a code of conduct into the trust?
The idea of embedding a code of conduct within a trust is increasingly popular, particularly among families who value specific …