Can the trust create a reserve to cover trust litigation costs?
Trust litigation, defending or pursuing claims related to a trust’s administration or validity, can swiftly deplete assets, potentially defeating the …
Wildomar Estate Planning
Can a special needs trust cover the cost of certification in a hobby-related skill?
The question of whether a special needs trust (SNT) can cover the cost of certification in a hobby-related skill is …
Can I assign a family ombudsman to mediate internal trust disputes?
The idea of appointing a family ombudsman to navigate the often-turbulent waters of trust disputes seems appealing—a neutral party to …
Can I link a portion of trust distributions to ESG benchmarks?
The question of linking trust distributions to Environmental, Social, and Governance (ESG) benchmarks is gaining traction as beneficiaries increasingly desire …
Does a revocable trust protect against Medicaid estate recovery?
The question of whether a revocable trust shields assets from Medicaid estate recovery is complex and heavily dependent on state-specific …