What should I tell my family about my trust?
Deciding when and how to discuss a trust with your family can be a sensitive matter, often fraught with emotions …
Wildomar Estate Planning
Can I designate a protector or trust advisor for oversight?
The question of appointing a protector or trust advisor is a crucial one when establishing a trust, offering an extra …
Can the trust adjust disbursements based on income reported by the IRS?
The ability of a trust to adjust disbursements based on income reported by the IRS is a nuanced topic, heavily …
Can I require that a portion of all distributions go to a family charitable trust?
Yes, it is indeed possible to require that a portion of all distributions from a trust go to a family …
Can a CRT receive proceeds from a qualified opportunity zone investment?
Charitable Remainder Trusts (CRTs) present a unique intersection with Qualified Opportunity Zone (QOZ) investments, requiring careful consideration of tax implications …