How far in advance should I set up an irrevocable trust for Medicaid?
Planning for long-term care costs and potential Medicaid eligibility is a complex undertaking, and the timing of establishing an irrevocable …
Wildomar Estate Planning
Can I designate a third-party monitor to oversee the trust’s adherence to values?
Absolutely, designating a third-party monitor, sometimes called a “Trust Protector” or “Advisory Trustee,” to oversee a trust’s adherence to values …
Can I limit funding for political activity via a testamentary trust?
The question of whether you can limit funding for political activity via a testamentary trust is complex, touching on First …
Can I establish progressive distribution schedules based on social impact?
The idea of structuring trust distributions not just on time or specific achievements, but also on demonstrated social impact is …
Can I include instructions for digital asset management in the trust?
The question of whether to include instructions for digital asset management in a trust is becoming increasingly relevant in our …