Can I specify the age when beneficiaries must receive trust terms?
The question of when beneficiaries receive information about the terms of a trust is a common one for estate planning …
Wildomar Estate Planning
Can I set a ceiling for how much any one beneficiary may receive?
Yes, you absolutely can set a ceiling, or limitation, on how much any one beneficiary may receive from your estate …
Can a trust support transitional housing for young adults with disabilities?
Absolutely, a trust can be a powerful tool to support transitional housing for young adults with disabilities, providing not just …
Can I direct trust investments toward renewable energy only?
The question of whether you can direct trust investments toward renewable energy only is increasingly common as individuals seek to …
Can I designate a specific family member to oversee heirloom preservation?
The question of preserving family heirlooms—those tangible links to our past—is a common one for clients here at the Law …