Can I require the trustee to hold town halls for family members or community updates?
The idea of mandating regular “town halls” or updates from a trustee to beneficiaries is a fascinating one, and surprisingly …
Wildomar Estate Planning
Can I limit trust fund access to beneficiaries with stable employment?
The question of whether you can limit trust fund access to beneficiaries based on their employment status is a common …
Can I require financial literacy training for beneficiaries before distribution?
The question of whether you can require financial literacy training for beneficiaries before distributing inherited assets is increasingly relevant in …
Can a trust support online entrepreneurship ventures?
The question of whether a trust can support online entrepreneurship ventures is increasingly relevant in today’s digital economy, and the …
Can I restrict disbursements to businesses that meet accessibility standards?
As an estate planning attorney in Wildomar, California, I often encounter clients with deeply held values who wish to extend …