What rules govern loans from a testamentary trust to beneficiaries?
Testamentary trusts, established through a will and taking effect after death, can offer beneficiaries access to funds beyond simple distributions, …
Wildomar Estate Planning
Can I include clauses requiring proof of employment before inheritance?
The question of whether you can include clauses requiring proof of employment before inheritance is a complex one, deeply rooted …
How do I update a trust if I move to a new country?
Moving to a new country introduces a layer of complexity to estate planning, particularly when you have an existing trust. …
Can a trust protector override the trustee?
The question of whether a trust protector can override a trustee is a complex one, heavily dependent on the specific …
Can a CRT involve donor advisory services post-establishment?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …