Can I make distributions subject to trustee interviews?
The question of whether you can make distributions subject to trustee interviews is a common one for those establishing or …
Wildomar Estate Planning
Can a testamentary trust divide assets equally?
A testamentary trust, created within a will, absolutely can divide assets equally, but the simplicity of that statement often belies …
Can the trust be used for fertility-related medical procedures?
The question of whether a trust can be used for fertility-related medical procedures is increasingly common, as advancements in assisted …
What happens if a trustee refuses the role?
Serving as a trustee is a significant responsibility, and it’s not uncommon for individuals named in a trust document to …
Can the trust pay for roommate costs or shared living expenses?
Navigating the financial aspects of trust administration can be complex, especially when it comes to covering everyday living expenses like …