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Wildomar Estate Planning

Can the trust include instructions to avoid environmentally harmful investments?

June 6, 2025 by admin

Absolutely, a trust can—and increasingly does—include instructions to avoid environmentally harmful investments, reflecting a growing trend toward socially responsible investing …

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Can a special needs trust support digital filing systems for medical records?

June 6, 2025 by admin

The question of whether a special needs trust can support digital filing systems for medical records is becoming increasingly relevant …

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Can I include rules for leasing or renting trust property?

June 6, 2025 by admin

Navigating the intricacies of owning property within a trust, and subsequently leasing or renting it, requires careful consideration and a …

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Can a testamentary trust prevent irresponsible spending?

June 6, 2025 by admin

A testamentary trust, established within a will and taking effect after death, can indeed be a powerful tool to mitigate …

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Can I create a schedule of disbursements linked to inflation rates?

June 6, 2025 by admin

The question of whether one can create a schedule of disbursements linked to inflation rates is increasingly relevant in estate …

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Recent Posts

  • Can the trust include instructions to avoid environmentally harmful investments?
  • Can a special needs trust support digital filing systems for medical records?
  • Can I set conditions on how my beneficiaries receive their inheritance?

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