How are testamentary trusts treated in different states?
Testamentary trusts, created within a will and taking effect after death, offer a powerful tool for estate planning, allowing for …
Wildomar Estate Planning
Can I name a CRT as a beneficiary of my 401(k)?
Yes, you absolutely can name a Charitable Remainder Trust (CRT) as a beneficiary of your 401(k), and it’s a surprisingly …
Can a trust support training in accessibility rights and laws?
Absolutely, a trust can be specifically designed to support training in accessibility rights and laws, offering a powerful mechanism for …
Can a testamentary trust be used to enforce confidentiality among family members?
Testamentary trusts, created within a last will and testament, offer a powerful, yet often overlooked, mechanism for maintaining confidentiality amongst …
Can I create an innovation fund within the trust for experimental projects?
Establishing an innovation fund within a trust, while unconventional, is certainly possible and increasingly relevant in modern estate planning, particularly …