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Wildomar Estate Planning

Can a special needs trust cover assistive technology?

June 4, 2025 by admin

The question of whether a special needs trust (SNT) can cover assistive technology is a critical one for families planning …

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Can I require that real estate held in the trust remain energy-efficient?

June 4, 2025 by admin

Absolutely, you can, and increasingly, estate planning is encompassing more than just financial and property distribution—it’s about reflecting your values, …

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Who else should know about the trust?

June 4, 2025 by admin

Establishing a trust is a significant step in estate planning, but determining who to inform beyond yourself and your attorney, …

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Can I include a clause that the charity must meet diversity benchmarks?

June 4, 2025 by admin

The question of incorporating diversity benchmarks into charitable giving through estate planning is gaining traction as philanthropists increasingly seek to …

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Can I use estate planning to manage foreign pension assets?

June 4, 2025 by admin

The question of incorporating foreign pension assets into estate planning is increasingly relevant in today’s globalized world, as more individuals …

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Recent Posts

  • Can the trust require the remainder charity to meet impact benchmarks?
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