Can I require financial contributions from heirs into a shared community trust?
The concept of requiring financial contributions from heirs into a shared community trust, while seemingly counterintuitive, is a surprisingly common …
Wildomar Estate Planning
Can I include monitoring of heir social impact reports?
The question of incorporating monitoring of heir social impact reports into estate planning is increasingly relevant as wealth transfer grows …
Can a court intervene in trust matters?
Yes, even with the intention of trusts to operate outside of probate court, a court can absolutely intervene in trust …
Can I give the trustee the power to split the trust if needed?
The question of granting a trustee the power to split a trust is a common one in estate planning, and …
Can I refinance a home in a trust without removing it?
Refinancing a home held within a trust is certainly possible, but it requires careful navigation and understanding of lender requirements, …