Can the trust be used to retain expert witnesses in legal matters involving the beneficiary?
The question of whether a trust can be utilized to retain expert witnesses in legal matters involving a beneficiary is …
Wildomar Estate Planning
Can a CRT be used to offset income spikes from selling rental property?
Capital gains taxes from the sale of rental property can create a significant tax burden, particularly if the property has …
Can I mandate tech-free retreats funded by the trust?
The idea of using trust funds to mandate tech-free retreats for beneficiaries is an increasingly relevant consideration in estate planning, …
Can I incorporate flexible trust provisions for future tax law changes?
The ever-shifting landscape of tax law presents a significant challenge for estate planning, and incorporating flexible provisions into trusts is …
Can I use the trust to subsidize long-term family housing plans?
The question of utilizing trust assets to support long-term family housing is a common one, and the answer, as with …