Can I prohibit funding from being used toward private jets or luxury goods?
The question of restricting how funds within a trust are used, specifically to prevent purchases like private jets or luxury …
Wildomar Estate Planning
Can I assign different age thresholds for different heirs?
The question of whether you can assign different age thresholds for different heirs within an estate plan is a common …
Can a bypass trust include financial literacy requirements before disbursement?
The question of whether a bypass trust can include financial literacy requirements before disbursement is increasingly relevant in estate planning, …
Can I require drug testing before distributions are made?
The question of whether you can require drug testing before distributions are made from a trust is a complex one, …
Can I include trust terms for funding emergency evacuation plans?
The question of incorporating funding for emergency evacuation plans within a trust is increasingly relevant, especially given the rise in …