Can I use my estate to launch a memorial scholarship program?
Establishing a memorial scholarship program through your estate is a deeply meaningful way to leave a lasting legacy, and yes, …
Wildomar Estate Planning
Can a trust include an annual storytelling grant to share lived experiences?
Absolutely, a trust can absolutely include an annual storytelling grant to share lived experiences, and in fact, this is becoming …
Can I specify minimum payout requirements for the charitable remainder?
The question of setting minimum payout requirements for a Charitable Remainder Trust (CRT) is a common one for those looking …
What is a per capita distribution in a trust?
A per capita distribution in a trust dictates how trust assets are distributed amongst beneficiaries, specifically when some beneficiaries predecease …
Can a special needs trust be used for pets or service animals?
The question of whether a special needs trust can cover the expenses of beloved pets, particularly service animals, is a …