Can I require academic publishing or research as a condition for distributions?
The idea of tying distributions from a trust or estate to academic publishing or research is a fascinating, though complex, …
Wildomar Estate Planning
What’s the process to clarify or fix an unclear trust?
Trusts are powerful estate planning tools, but ambiguities can arise due to poorly written language, changing circumstances, or simply misunderstandings. …
Can a trust be ruled invalid?
Trusts are powerful estate planning tools, designed to manage and distribute assets according to the grantor’s wishes, but they aren’t …
Can I separate personal and business assets in my estate plan?
Successfully separating personal and business assets within an estate plan is not merely advisable, it’s often critical for protecting both …
How do testamentary trusts interact with capital loss carryovers?
Testamentary trusts, created through a will, offer a powerful way to manage assets after one’s passing, but their interaction with …