Can I create a trustee ombudsman elected by the heirs?
The idea of an elected trustee ombudsman, while seemingly democratic, presents a complex legal and practical challenge within the framework …
Wildomar Estate Planning
Can I receive a charitable income tax deduction when I create the trust?
Creating a charitable trust is a powerful estate planning tool allowing individuals to support causes they care about while potentially …
Can I set up education funds for my descendants?
Yes, you absolutely can set up education funds for your descendants, and it’s a thoughtful way to provide for their …
Can I restrict political lobbying using trust income?
The question of whether trust income can be used to fund political lobbying is complex, hinging on the specifics of …
Can a special needs trust include a personal stylist for adaptive clothing?
Absolutely, a special needs trust can indeed include provisions for a personal stylist specializing in adaptive clothing, provided it aligns …