Can the trust mandate age-specific needs assessments?
The ability of a trust to mandate age-specific needs assessments is a powerful, yet often underutilized, tool in comprehensive estate …
Wildomar Estate Planning
Can I set up a family council to manage collective inherited wealth?
Establishing a family council to oversee inherited wealth is an increasingly popular strategy for ensuring responsible stewardship and fostering family …
Is a diagnosis required to set up a special needs trust?
A formal medical diagnosis isn’t *strictly* required to establish a Special Needs Trust (SNT), but it is overwhelmingly advisable and …
Can I require continuing education for all beneficiaries?
The idea of mandating continuing education for beneficiaries—those who will eventually receive assets from a trust or estate—is gaining traction …
Can I include a spendthrift clause in a bypass trust?
The question of whether a spendthrift clause can be included in a bypass trust is a common one for estate …