Can a testamentary trust reward open-access academic publishing?
The notion of utilizing a testamentary trust—a trust created within a will—to incentivize or reward open-access academic publishing is a …
Wildomar Estate Planning
Can I prohibit payment of private tuition or elite schooling with trust funds?
The question of whether a grantor can prohibit the use of trust funds for specific expenses, like private tuition or …
What’s the best age to create an irrevocable trust?
There isn’t a single “best” age to establish an irrevocable trust, as the ideal timing depends heavily on individual circumstances, …
Can I prevent disbursements if a beneficiary is facing bankruptcy?
Navigating the complexities of estate planning often involves anticipating potential future events, and the financial struggles of a beneficiary, such …
Can I name a backup trustee for the CRT?
Complex trusts, like Charitable Remainder Trusts (CRTs), require careful planning, and a critical component of that planning is identifying not …