Can I establish rules for sustainability ratings of trust investments?
The increasing demand for socially responsible investing (SRI) and environmental, social, and governance (ESG) factors has prompted many trust beneficiaries …
Wildomar Estate Planning
Can I name someone to manage just my business assets in the trust?
That’s a common question for business owners considering estate planning, and the answer is generally yes, you can structure your …
Can a trust pay for an inclusive wedding planner if the beneficiary gets married?
The question of whether a trust can fund expenses like a wedding planner, especially one specializing in inclusive services, is …
Do I need a separate tax ID for the trust?
The question of whether a trust requires its own tax ID, or Employer Identification Number (EIN), is a common one …
Can a testamentary trust distribute real property to more than one person?
Yes, a testamentary trust can absolutely distribute real property to more than one person, offering a flexible solution for estate …