Can I make benefits contingent on personal development milestones?
The question of tying estate plan benefits to personal development milestones is becoming increasingly popular, particularly amongst families who desire …
Wildomar Estate Planning
Can a trust hold an emergency reserve fund?
Absolutely, a trust can and often *should* hold an emergency reserve fund, providing a financial safety net for beneficiaries and …
Can I require a family oath or code of conduct to access funds?
The idea of tying family inheritance to adherence to a specific code of conduct or oath is gaining traction, but …
Can I require the trust to publish an environmental audit every five years?
The question of mandating periodic environmental audits within a trust, specifically every five years, is an intriguing one, and the …
Can a testamentary trust legally recognize chosen families or non-blood relatives?
The question of whether a testamentary trust can legally recognize chosen families or non-blood relatives is becoming increasingly relevant in …