Can I assign a mentorship panel to oversee distributions to younger heirs?
The question of how best to manage inheritances for younger beneficiaries is a common one for estate planning attorneys like …
Wildomar Estate Planning
Can the trust own shares in a private company?
Yes, a trust can absolutely own shares in a private company, and it’s a surprisingly common estate planning tool for …
Should I include trust reviews in my financial planning schedule?
Deciding whether to integrate trust reviews into your broader financial planning schedule is a crucial step often overlooked, yet profoundly …
Can I require trustees to follow an ESG scoring system for investments?
The question of whether you can require trustees to follow an ESG (Environmental, Social, and Governance) scoring system for investments …
Can the trust grant beneficiaries funds for political campaign contributions?
The question of whether a trust can grant beneficiaries funds for political campaign contributions is a complex one, navigating the …