Can I ban trust investment in certain countries or sectors?
As an estate planning attorney in Wildomar, I often get asked about the level of control a grantor retains over …
Wildomar Estate Planning
Can the trust mandate background checks for successor trustees?
The question of whether a trust can mandate background checks for successor trustees is becoming increasingly prevalent as trust creators …
Can I use my estate to establish an annual community event?
Yes, it is absolutely possible to utilize your estate to establish and fund an annual community event through careful estate …
Can I require beneficiaries to live in a certain country or region?
The question of whether you can require beneficiaries to reside in a specific country or region within a trust is …
Can I use a testamentary trust for grandchildren?
A testamentary trust, established within a will, is a powerful tool for providing for future generations, specifically grandchildren, offering control …