Can I require beneficiaries to meet life goals before inheriting?
The question of whether you can require beneficiaries to meet life goals before inheriting is a common one for estate …
Wildomar Estate Planning
Can I include trustee compensation in the trust terms?
Absolutely, trustee compensation can and often *should* be included within the terms of a trust, although the specifics are governed …
Can I require family land to be kept undeveloped for conservation?
The question of preserving family land for conservation is a deeply personal one, often intertwined with emotional connections, financial considerations, …
Is a special needs trust considered irrevocable?
The question of whether a special needs trust is considered irrevocable is central to understanding its function and benefits within …
Do beneficiaries pay taxes on testamentary trust distributions?
Yes, beneficiaries generally do pay taxes on distributions they receive from a testamentary trust, although the specifics can be complex …