Can a testamentary trust support a charity?
Yes, a testamentary trust can absolutely support a charity, offering a powerful way to continue philanthropic goals even after one’s …
Wildomar Estate Planning
Can a special needs trust fund subscription services for mental wellness apps?
The question of whether a special needs trust (SNT) can fund subscriptions for mental wellness apps is a common one, …
Can I mandate annual philanthropic service by beneficiaries?
The question of whether you can legally mandate annual philanthropic service as a condition for beneficiaries receiving an inheritance is …
Can I add co-beneficiaries to a special needs trust over time?
Establishing a special needs trust (SNT) is a powerful tool for providing for a loved one with disabilities without jeopardizing …
Can I prevent a trustee from holding conflicting fiduciary roles?
The potential for conflicts of interest arises when an individual serves as trustee for multiple trusts, or as a trustee …