Is a testamentary trust public record?
No, a testamentary trust is generally not a public record, unlike a will which, after being submitted to probate court, …
Wildomar Estate Planning
Can I give trustees flexibility to delay distributions during recessions?
The question of granting trustees discretion to adjust distributions during economic downturns is a critical one in estate planning, particularly …
Can I assign mandatory savings thresholds for beneficiaries before they receive payouts?
The question of whether you can assign mandatory savings thresholds for beneficiaries before they receive payouts is a common one, …
Can I reward peer-reviewed innovations among descendants?
The question of rewarding descendants for peer-reviewed innovations within an estate plan is a fascinating and increasingly relevant one, especially …
How are disputes between trustees and beneficiaries resolved?
Trusts, while excellent tools for managing assets and ensuring their distribution according to a grantor’s wishes, aren’t immune to conflict. …