Can I specify different trustees for income vs. principal management?
The question of whether you can designate different trustees for income versus principal management within a trust is a common …
Wildomar Estate Planning
Can the trust fund continuing education for retirees?
As retirees seek to remain engaged and intellectually stimulated, the question of utilizing trust funds for continuing education arises frequently, …
Can I limit the trustee’s discretion in the trust document?
The extent to which a grantor can limit a trustee’s discretion is a frequent question in estate planning, and the …
Can I prohibit real estate flips using trust-purchased properties?
The question of restricting “flipping” of real estate acquired with assets held in trust is a surprisingly common concern for …
Can a trust cover public transportation subsidies?
The question of whether a trust can cover public transportation subsidies is a nuanced one, deeply interwoven with the specific …