Do testamentary trusts require annual reporting?
Testamentary trusts, created through a will and activated after someone passes away, certainly raise questions about ongoing administrative duties, and …
Wildomar Estate Planning
Can I require an heir to take estate administration training?
The question of mandating estate administration training for an heir tasked with managing an estate is complex, varying by jurisdiction …
Can I structure a trust to fund end-of-life care for a relative?
Absolutely, structuring a trust to fund end-of-life care for a relative is not only possible, but a frequently employed and …
Can I build-in legacy planning workshops for every new generation?
The concept of building in legacy planning workshops for each new generation is not only feasible, but increasingly vital in …
Can I require the trustee to produce annual “state of the trust” video reports?
The idea of requiring a trustee to produce annual “state of the trust” video reports is an increasingly popular request …