Can beneficiaries challenge the trustee’s actions?
Trusts are powerful tools for managing and distributing assets, but disputes can arise, especially concerning the actions of the trustee. …
Wildomar Estate Planning
What reports are trustees required to make?
Trustees have a fundamental duty to administer a trust prudently and in the best interests of the beneficiaries, and a …
Can my plan provide for income-generating property maintenance funding?
Estate planning isn’t just about what happens *after* you’re gone; it’s about managing your assets, both during your life and …
Can the CRT support capital reserve accounts for named charities?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …
Can the trust prohibit donations to political campaigns?
The question of whether a trust can prohibit donations to political campaigns is a complex one, deeply intertwined with constitutional …