Can I restrict the use of funds for specific types of purchases?
Absolutely, restricting the use of funds for specific purchases is a common and highly effective strategy within estate planning, particularly …
Wildomar Estate Planning
Can I include diversity clauses for trustee hiring or contracting decisions?
The question of incorporating diversity, equity, and inclusion (DEI) principles into trustee selection and contracting is becoming increasingly relevant, yet …
Can I include NFT royalties as part of a trust’s income stream?
The question of whether NFT royalties can be included as part of a trust’s income stream is increasingly relevant as …
Can a testamentary trust restrict sales of inherited real estate?
Yes, a testamentary trust absolutely can restrict the sale of inherited real estate, offering a powerful tool for estate planning …
Can the trust include a sustainability clause for how its funds are invested?
Absolutely, a trust can, and increasingly *should*, include a sustainability clause dictating how its funds are invested, reflecting the growing …