Can I grant heirs tokens to vote on charitable causes funded by the estate?
The idea of allowing heirs to “vote” on charitable distributions from an estate is a fascinating and increasingly popular concept, …
Wildomar Estate Planning
Can a special needs trust subsidize backup power supplies for medical devices?
Navigating the complexities of special needs trusts and ensuring uninterrupted medical care for a loved one requires careful planning and …
Can I cap the trust’s exposure to any one investment sector?
Absolutely, strategically limiting a trust’s exposure to specific investment sectors is a common and prudent practice, especially in today’s volatile …
Can I require ethical certification from investment managers?
The question of whether you can, and should, require ethical certification from investment managers is increasingly relevant in today’s financial …
Can I include successor income recipients in a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …