Can testamentary trusts pay performance bonuses to trustees?
Testamentary trusts, established through a will and taking effect after death, present unique considerations when it comes to compensating trustees, …
Wildomar Estate Planning
Can I link inheritance to child-rearing practices or family engagement?
The question of whether inheritance should be linked to child-rearing practices or family engagement is complex, touching on legal, ethical, …
Can a revocable trust own a checking account?
Yes, a revocable trust can absolutely own a checking account, and in fact, it’s a crucial part of properly funding …
Can I mandate heirs meet annually in-person or virtually?
The question of whether you can mandate annual meetings of your heirs, whether in person or virtually, within your estate …
Can I set timelines for reinvestment of passive income?
The question of whether you can set timelines for reinvestment of passive income is a vital one for those seeking …