Can I name a rotating board of advisors to review the CRT’s social impact?
Establishing a charitable remainder trust (CRT) involves more than just financial planning; it also carries the responsibility of ensuring the …
Wildomar Estate Planning
Should I use a warranty deed or a quitclaim deed for my trust?
The choice between a warranty deed and a quitclaim deed when transferring property into a trust is a common question …
Can I require an independent panel to approve principal distributions over a limit?
Absolutely, establishing an independent panel to oversee principal distributions exceeding a predetermined threshold is a prudent and increasingly common practice …
Can a testamentary trust reimburse for health insurance premiums?
Testamentary trusts, created through a will and taking effect after death, offer a flexible tool for managing assets and providing …
Can I include a no-contest clause in a testamentary trust?
A no-contest clause, also known as an *in terrorem* clause, is a provision within a testamentary trust (or will) that …