What is a digital trustee?
The concept of a digital trustee is rapidly evolving alongside our increasing reliance on digital assets, encompassing everything from cryptocurrency …
Wildomar Estate Planning
Can I incentivize low-carbon travel behavior in trust disbursement?
The question of incorporating environmental considerations, specifically incentivizing low-carbon travel, into trust disbursements is increasingly relevant as beneficiaries become more …
Can I require co-trustee approval for all major distributions?
The question of requiring co-trustee approval for major distributions from a trust is a common one for individuals creating or …
Can I restrict access to financial records of the trust?
Establishing a trust is a powerful tool for managing and protecting assets, but a frequent concern for those creating these …
Can I use a testamentary trust with a blended family?
Navigating estate planning within a blended family – one comprised of spouses and children from previous relationships – presents unique …