Can I use a CRT as a transition tool for social impact enterprises?
Community Reinvestment Trusts, or CRTs, are increasingly being explored as innovative financial tools, and the question of their applicability to …
Wildomar Estate Planning
Can I incentivize beneficiaries to remain in specific geographic areas?
The desire to keep family close, or to maintain ties to a particular community, is a common one, and estate …
Can I limit access to principal until multiple trustees agree on a request?
The question of controlling access to trust principal, especially requiring multiple trustee approvals, is a common and prudent consideration in …
Can I create multiple layers of trustees with different responsibilities?
The concept of layering trustees, establishing a system where different trustees handle specific duties at various stages, is entirely possible …
Can I assign someone to oversee creative works I’ve produced?
The question of assigning oversight of your creative works after your passing, or in the event of incapacitation, is a …