Can a trust pay for tech used to track treatment adherence?
The question of whether a trust can pay for technology used to track treatment adherence is becoming increasingly common as …
Wildomar Estate Planning
Can I embed lifetime caps for individual beneficiaries?
The question of embedding lifetime caps for individual beneficiaries within a trust is a common one for estate planning attorneys …
Can the trustee be sued?
Yes, a trustee can absolutely be sued, and it’s a serious consideration for anyone taking on that role, or for …
Can I assign a financial mentor for young beneficiaries?
The question of guiding young beneficiaries with inherited wealth is increasingly common, and assigning a financial mentor can be a …
Can the trust prohibit high-risk investment categories?
Absolutely, a trust can, and often should, prohibit high-risk investment categories, providing a crucial layer of protection for beneficiaries and …