Do trustees get paid?
The question of whether trustees get paid is a common one, and the answer is nuanced, varying by state law, …
Wildomar Estate Planning
Can I assign a backup charity if the original one no longer exists?
Planning for the distribution of your assets after you’re gone is a thoughtful act, and often includes designating charitable beneficiaries. …
Can I split management of physical vs. digital trust assets between trustees?
The question of dividing asset management responsibilities between trustees – specifically separating physical and digital assets within a trust – …
Can a CRT be used to create a scholarship fund after termination?
A Charitable Remainder Trust (CRT) can indeed be strategically designed to ultimately fund a scholarship after its termination, offering a …
Can the trustee distribute only a portion of interest income?
As an estate planning attorney in Wildomar, I frequently encounter questions about the flexibility trustees have when distributing income to …