Can I prohibit the sale of trust assets outside the family?
Absolutely, you can establish provisions within your trust document to restrict the sale of trust assets to individuals or entities …
Wildomar Estate Planning
How do I retitle my investment accounts to my trust?
Retitling investment accounts to your trust is a crucial step in solidifying your estate plan, ensuring a smooth transfer of …
Can I allocate a portion of the trust to social impact investing?
The question of incorporating social impact investing into a trust is becoming increasingly prevalent as beneficiaries seek to align their …
Can I fund a special needs trust with stocks or bonds?
Yes, absolutely, a special needs trust can be funded with a variety of assets, including stocks, bonds, mutual funds, and …
Can the remainder interest be split among different nonprofit functions?
The question of whether a remainder interest in a charitable remainder trust can be split among different nonprofit functions is …