Can I give my trustee discretion over reallocating unused funds?
The question of granting a trustee discretion over unused funds within a trust is a common one for clients of …
Wildomar Estate Planning
Can I require regular income reporting from beneficiaries?
As an estate planning attorney in Wildomar, I often encounter questions about the ongoing responsibilities and controls available to those …
Can I allow partial early vesting of trust interests for merit-based criteria?
The concept of allowing partial early vesting of trust interests based on merit-based criteria is a complex area within estate …
Is a testamentary trust valid in all 50 states?
Yes, a testamentary trust is generally valid in all 50 states, though specific regulations and requirements vary significantly. These trusts, …
What is the main purpose of a testamentary trust?
A testamentary trust, created within a last will and testament, serves as a powerful tool for managing and distributing assets …