What happens to the trust if the will is invalid?
The interplay between a will and a trust can be complex, but generally, the invalidity of a will doesn’t automatically …
Wildomar Estate Planning
Can I require beneficiaries to work in the family business?
The question of whether you can require beneficiaries to work in the family business as a condition of receiving inheritance …
Can a special needs trust include expenses for grief counseling?
Absolutely, a special needs trust can, and often *should*, include expenses for grief counseling, recognizing the significant emotional impact loss …
Can I direct proceeds to specific political causes?
The question of whether you can direct proceeds from your estate to specific political causes is a complex one, deeply …
Can I offset gift tax obligations by using a CRT structure?
Charitable Remainder Trusts (CRTs) offer a sophisticated strategy to potentially reduce gift tax liability while simultaneously providing income to the …