Can I require the trustee to consider beneficiaries’ financial need?
The question of whether you can require a trustee to consider beneficiaries’ financial need when distributing trust assets is a …
Wildomar Estate Planning
Can a bypass trust make distributions to stepchildren?
The question of whether a bypass trust can make distributions to stepchildren is a common one in blended families, and …
Can I create an estate plan if I have significant debt?
Yes, you absolutely can and should create an estate plan even if you have significant debt; in fact, it’s often …
Can the trust restrict algorithm-based trading systems?
The question of whether a trust can restrict algorithm-based trading systems is increasingly relevant in today’s financial landscape, as automated …
Can I change trustees after the trust is created?
The ability to change trustees after a trust is created is a common question for those navigating estate planning, and …