Can I require documentation for all trust-related purchases?
As a trustee, diligently managing assets for the benefit of beneficiaries is paramount, and requiring documentation for all trust-related purchases …
Wildomar Estate Planning
Can the trust be used to support independent living?
The question of whether a trust can be used to support independent living is a common one, and the answer …
Can a special needs trust cover ergonomic mattress and bedding for chronic pain?
Navigating the complexities of special needs trusts requires careful consideration, especially when it comes to funding quality of life improvements …
Can I assign investment oversight to a third party?
The question of whether you can assign investment oversight to a third party is a common one, especially as estates …
Can I require use of specific financial institutions by the trustee?
The question of whether you can dictate which financial institutions a trustee must utilize when managing a trust is a …