Can the charitable remainder trust make additional investments during its term?
Yes, a charitable remainder trust (CRT) can absolutely make additional investments during its term, offering flexibility beyond the initial funding, …
Wildomar Estate Planning
What if a beneficiary contests the testamentary trust?
A testamentary trust, established within a will, can be a powerful tool for managing and distributing assets after someone’s passing, …
Can an outdated trust still be enforced?
The enforceability of an outdated trust is a complex question heavily dependent on the specifics of the trust document itself, …
Can I include a clause to revise terms based on national emergencies?
The question of whether to include a clause allowing revision of trust terms based on national emergencies is a complex …
Can I require collaborative financial planning among siblings?
The question of whether you can *require* collaborative financial planning among your siblings, as part of an estate plan, is …