Can a special needs trust cover assistive technology?
The question of whether a special needs trust (SNT) can cover assistive technology is a critical one for families planning …
Wildomar Estate Planning
Can I require that real estate held in the trust remain energy-efficient?
Absolutely, you can, and increasingly, estate planning is encompassing more than just financial and property distribution—it’s about reflecting your values, …
Who else should know about the trust?
Establishing a trust is a significant step in estate planning, but determining who to inform beyond yourself and your attorney, …
Can I include a clause that the charity must meet diversity benchmarks?
The question of incorporating diversity benchmarks into charitable giving through estate planning is gaining traction as philanthropists increasingly seek to …
Can I use estate planning to manage foreign pension assets?
The question of incorporating foreign pension assets into estate planning is increasingly relevant in today’s globalized world, as more individuals …