Can I restrict access to inherited property without community input?
Inheriting property can be a blessing, but it also comes with potential complexities, especially when navigating the desires of the …
Wildomar Estate Planning
Can I include an incentive clause in my testamentary trust?
Yes, you absolutely can include an incentive clause in your testamentary trust, and it’s becoming increasingly popular as a tool …
Can I include rules that prioritize liquidity before capital appreciation?
Navigating the complexities of estate planning often involves balancing competing goals, and the desire to prioritize immediate access to assets—liquidity—over …
Can I attach social contribution metrics to large distributions?
The question of linking large distributions from estates or trusts to social contribution metrics is gaining traction as clients increasingly …
Can a trust help me qualify for government benefits?
Navigating the world of government benefits like Medicaid and Supplemental Security Income (SSI) can be complex, especially when considering long-term …