Can a special needs trust support secure digital document notarization?
The question of whether a special needs trust can support secure digital document notarization is increasingly relevant in today’s digital …
Wildomar Estate Planning
Can I require ongoing health checkups for heirs receiving distributions?
The question of whether you can require ongoing health checkups for heirs receiving distributions from a trust is complex and …
Can I cap real estate square footage acquired using trust funds?
The ability to “cap” real estate square footage acquired using trust funds is not a straightforward “yes” or “no” answer, …
Can I build cryptocurrency portfolio restrictions into trust structure?
The question of incorporating cryptocurrency portfolio restrictions within a trust structure is becoming increasingly relevant as digital assets gain mainstream …
What happens if I forget to include something in the trust?
Forgetting to include an asset in your trust, while a common oversight, can create unexpected complications and potentially defeat the …