Can I include trigger provisions for major medical diagnoses?
The inclusion of trigger provisions linked to major medical diagnoses within estate planning documents, particularly trusts, is a complex but …
Wildomar Estate Planning
Can I require that trustees undergo annual fiduciary training?
The question of whether you can require trustees to undergo annual fiduciary training is a pertinent one for anyone establishing …
Can I use a bypass trust to separate community property in a marriage?
The question of separating community property in a marriage is a common one, and bypass trusts – also known as …
Can a bypass trust incorporate ESG ratings into investment screens?
The question of whether a bypass trust can incorporate Environmental, Social, and Governance (ESG) ratings into investment screens is becoming …
Can a trust be managed like a family bank?
The concept of a trust functioning as a sort of “family bank” is increasingly popular, particularly for high-net-worth individuals and …