Can I define family voting thresholds for major trust changes?
The question of whether you can define family voting thresholds for major trust changes is a crucial one for many …
Wildomar Estate Planning
Can I appoint different people for estate and health decisions?
The short answer is a resounding yes, and in many cases, it’s not only permissible but highly advisable to designate …
Can a special needs trust fund skill-building board games or tools?
Absolutely, a special needs trust can absolutely be used to fund skill-building board games or tools, and often should, as …
What are the banking compliance requirements for testamentary trust accounts?
Testamentary trust accounts, established through a will and activated after death, present unique banking compliance challenges, requiring careful navigation of …
Can a trust provide bonuses for maintaining consistent independent living?
The question of whether a trust can provide bonuses for maintaining consistent independent living is a surprisingly common one, particularly …