Can I require trustee approval from an independent party?
Navigating the complexities of estate planning often leads to questions about control and oversight, especially when entrusting assets to a …
Wildomar Estate Planning
Can I require digital privacy protections for trust communication?
In today’s increasingly digital world, ensuring the privacy of communication regarding your trust is paramount, and absolutely possible with careful …
Can a bank or charity serve as trustee of the trust?
The question of whether a bank or charity can serve as trustee of a trust is a common one in …
Can I designate a trustee who is not a family member?
The short answer is a resounding yes, you absolutely can designate a trustee who is not a family member, and …
Can a special needs trust provide funds for storage of medical backup equipment?
Absolutely, a special needs trust can, and often should, provide funds for the storage of critical medical backup equipment, ensuring …