What are spendthrift provisions in a trust?
Spendthrift provisions within a trust are legal clauses designed to protect a beneficiary’s interest from their own potential financial mismanagement, …
Wildomar Estate Planning
Can I allow the trustee to allocate earnings to a pooled family education fund?
The question of whether a trustee can allocate earnings to a pooled family education fund is a common one for …
Can I fund estate-based internships for youth in the family?
The question of funding estate-based internships for young family members is a nuanced one, touching upon the complexities of estate …
Can I instruct the charity to spend funds within a specific timeframe?
The question of directing a charity to expend funds within a defined timeframe is a common one for those creating …
Can I designate a family mentor role in the trust?
The question of incorporating a “family mentor” role within a trust is gaining traction as estate planning evolves beyond simply …