Can I limit what types of assets the trust can invest in?
Absolutely, you can and often should, limit the types of assets a trust can invest in, offering a layer of …
Wildomar Estate Planning
Is a living trust suitable for single individuals?
For a single individual, the question of whether a living trust is suitable often arises from a desire for control …
Can I mandate equalization clauses for lifetime gifts?
The question of whether you can mandate equalization clauses for lifetime gifts is complex, heavily dependent on state law, and …
What happens if a trust becomes insolvent?
Trust insolvency, while not a frequent occurrence, presents a complex situation requiring careful navigation under California law. It arises when …
Can the trust support development of family-focused mental health resources?
The question of whether a trust can support the development of family-focused mental health resources is a complex one, deeply …