Can I limit trust asset exposure to emerging tech ventures?
The question of shielding trust assets from the volatility of emerging tech ventures is a crucial one for many individuals …
Wildomar Estate Planning
Can a trustee be removed by court order without beneficiary action?
The question of whether a trustee can be removed by court order, independent of direct action from beneficiaries, is a …
Can I create a testamentary trust that mirrors an irrevocable trust?
The short answer is yes, you can create a testamentary trust designed to function similarly to an irrevocable trust, but …
Can I appoint a cultural preservation officer to a trust committee?
The question of appointing a cultural preservation officer to a trust committee is increasingly relevant as families recognize the importance …
Can I allow temporary trustee powers during caregiver vacations?
Navigating the complexities of trust administration, particularly when a dedicated caregiver also serves as trustee, often presents unique challenges, especially …