Can a special needs trust be revocable?
The question of whether a special needs trust can be revocable is a common one for families seeking to protect …
Wildomar Estate Planning
Can I require end-of-life planning documentation from heirs?
The question of whether you can *require* end-of-life planning documentation from heirs is complex, leaning towards a ‘not directly’ answer, …
Can I require that real estate be used for housing rather than resale?
The question of dictating the ultimate use of inherited real estate—specifically, requiring it to be used for housing rather than …
Can I establish a bypass trust that only benefits my children from a previous relationship?
Establishing a bypass trust, also known as a “QTIP” trust (Qualified Terminable Interest Property Trust), is a sophisticated estate planning …
Can I prohibit investment in certain industries through trust terms?
Absolutely, you can indeed prohibit investment in certain industries through trust terms, allowing you to align your wealth with your …