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Wildomar Estate Planning

Can a CRT include instructions for producing a donor legacy video?

June 4, 2025 by admin

Absolutely, a Charitable Remainder Trust (CRT) can, and increasingly does, include instructions for producing a donor legacy video, though it …

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Can the trust include stipends for elder family members providing caregiving?

June 4, 2025 by admin

Absolutely, a trust can be specifically designed to include stipends for elder family members who are providing caregiving services, and …

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Can a trust pay for gift cards or prepaid debit cards?

June 4, 2025 by admin

The question of whether a trust can pay for gift cards or prepaid debit cards is surprisingly complex and depends …

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Can a special needs trust be contested?

June 4, 2025 by admin

The validity of a special needs trust, designed to provide for a loved one with disabilities without disqualifying them from …

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Can the trust require trustees to take continuing legal or fiduciary education?

June 4, 2025 by admin

Absolutely, a trust *can* and often *should* require trustees to participate in continuing legal or fiduciary education, and this is …

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