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Wildomar Estate Planning

Do trustees get paid?

June 2, 2025 by admin

The question of whether trustees get paid is a common one, and the answer is nuanced, varying by state law, …

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Can I assign a backup charity if the original one no longer exists?

June 2, 2025 by admin

Planning for the distribution of your assets after you’re gone is a thoughtful act, and often includes designating charitable beneficiaries. …

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Can I split management of physical vs. digital trust assets between trustees?

June 2, 2025 by admin

The question of dividing asset management responsibilities between trustees – specifically separating physical and digital assets within a trust – …

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Can a CRT be used to create a scholarship fund after termination?

June 2, 2025 by admin

A Charitable Remainder Trust (CRT) can indeed be strategically designed to ultimately fund a scholarship after its termination, offering a …

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Can the trustee distribute only a portion of interest income?

June 2, 2025 by admin

As an estate planning attorney in Wildomar, I frequently encounter questions about the flexibility trustees have when distributing income to …

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Recent Posts

  • Can I direct the bypass trust to build an educational center in my name?
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