Can I require financial literacy training before distributions?
The question of whether to require financial literacy training before distributions from a trust or estate is becoming increasingly relevant, …
Wildomar Estate Planning
Can a special needs trust sponsor subscription-based occupational therapy tools?
The question of whether a special needs trust (SNT) can sponsor subscription-based occupational therapy (OT) tools is complex, heavily dependent …
Can I disqualify beneficiaries who fail to follow professional conduct standards?
The question of disqualifying beneficiaries for failing to adhere to certain behavioral or professional standards is a complex one, deeply …
Can the trust mandate equal investment in international and domestic markets?
The flexibility of a trust allows for remarkably specific instructions regarding investment strategy, and yes, a trust *can* absolutely mandate …
Can a trust reward involvement in restorative justice programs?
The question of whether a trust can reward involvement in restorative justice programs is a fascinating intersection of estate planning …