Can I establish a CRT with a flexible start date for income payments?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …
Wildomar Estate Planning
What assets can go into a testamentary trust?
A testamentary trust, established within a will, offers a powerful mechanism for managing and distributing assets after one’s passing, providing …
Can I appoint a healthcare proxy without a power of attorney?
The ability to appoint a healthcare proxy, also known as a healthcare agent, and the necessity of also having a …
Can I condition real estate ownership on preservation standards?
The ability to condition real estate ownership on preservation standards is a complex legal area, deeply intertwined with property rights, …
Can a bypass trust support long-term philanthropic partnerships?
A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to minimize estate …