Can I structure an estate plan to benefit both family and charity?
Absolutely, structuring an estate plan to benefit both family and cherished charities is not only possible but a powerful way …
Wildomar Estate Planning
Can the CRT be used to support a revolving scholarship fund?
A Charitable Remainder Trust (CRT) absolutely can be used to support a revolving scholarship fund, offering a sophisticated method of …
Can I restrict trustees from making investment decisions without consensus?
The question of restricting trustee investment discretion is a common one, particularly for those establishing trusts and wanting to maintain …
What is a special needs trust?
A special needs trust, also known as a supplemental needs trust, is a legally established arrangement designed to provide financial …
Can I require public service internships to unlock educational grants?
The idea of tying educational grant eligibility to public service internships is gaining traction as a method to address workforce …