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Wildomar Estate Planning

Can a special needs trust cover workshop registration for public speaking?

June 4, 2025 by admin

The question of whether a special needs trust can cover workshop registration for public speaking is nuanced and depends heavily …

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Can I make eco-certification a condition for using trust resources?

June 4, 2025 by admin

The question of incorporating environmental considerations, specifically eco-certification requirements, into the administration of a trust is gaining traction as beneficiaries …

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Can I make the trust terminate after three generations?

June 4, 2025 by admin

The concept of a trust terminating after a specific number of generations, often referred to as a “generation-skipping trust,” is …

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Can a trust own a private equity investment?

June 4, 2025 by admin

Yes, a trust can absolutely own a private equity investment, though it requires careful planning and consideration of the trust’s …

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Can a CRT be structured to pay trustee bonuses based on ethical benchmarks?

June 4, 2025 by admin

Community Property Trusts (CPTs), often used in California estate planning, offer flexibility but present unique challenges when considering trustee compensation …

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Recent Posts

  • Can a special needs trust cover workshop registration for public speaking?
  • Can I make eco-certification a condition for using trust resources?
  • Can I make the trust terminate after three generations?

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