What if co-trustees disagree on decisions?
Serving as a co-trustee can be a rewarding experience, but it’s not always seamless; disagreements are unfortunately common, and understanding …
Wildomar Estate Planning
Can the trust allow for vacation property time-sharing among heirs?
Absolutely, a thoughtfully drafted trust can absolutely facilitate time-sharing of vacation property among heirs, but it requires careful planning and …
Can I require language fluency benchmarks for heirs accessing international assets?
The question of imposing language fluency requirements on heirs accessing international assets is a complex one, blending estate planning with …
Can I prioritize one beneficiary over another for business assets?
Navigating the complexities of estate planning, particularly when business assets are involved, often leads to questions about how to distribute …
Can a special needs trust pay for hands-free technology systems?
The question of whether a special needs trust can fund hands-free technology systems—like smart home devices, voice-activated assistants, and adaptive …