Can I mandate eco-friendly practices in all trust-supported purchases?
The question of incorporating environmentally conscious purchasing into trusts is gaining traction as beneficiaries and trustees alike become more aware …
Wildomar Estate Planning
Can the trust restrict distributions based on the beneficiary’s credit score?
The question of whether a trust can restrict distributions based on a beneficiary’s credit score is complex and increasingly relevant …
How do I fund an irrevocable trust?
Establishing an irrevocable trust is a significant step in estate planning, but the creation of the trust document is only …
Can a special needs trust include digital preservation of important records?
Absolutely, a special needs trust can and, increasingly, *should* include provisions for digital preservation of important records, recognizing the shift …
Can I restrict investment in companies rated low on DEI practices?
The question of aligning investments with personal values, specifically concerning Diversity, Equity, and Inclusion (DEI), is gaining significant traction, and …