Can I make distributions conditional on estate-wide goals being met?
The question of whether distributions from a trust can be conditional on meeting estate-wide goals is a nuanced one, often …
Wildomar Estate Planning
Can a trust take out a loan or mortgage?
Yes, a trust can indeed take out a loan or mortgage, but it’s considerably more complex than an individual applying. …
Is a testamentary trust revocable or irrevocable?
A testamentary trust, created through a will, presents a unique situation regarding its revocability; it’s neither immediately revocable nor completely …
How do I ensure my testamentary trust is enforceable?
A testamentary trust, created within a will, can be a powerful tool for managing assets and providing for beneficiaries after …
Can a CRT be set up using a donor-advised fund intermediary?
The question of utilizing a donor-advised fund (DAF) as an intermediary for a Charitable Remainder Trust (CRT) is complex and, …