Can the trust own fractional shares of a family business?
Absolutely, a trust can indeed own fractional shares of a family business, and it’s a surprisingly common and effective estate …
Wildomar Estate Planning
Can I convert a CRT into a charitable lead trust if needs change?
The question of modifying a Charitable Remainder Trust (CRT) to a Charitable Lead Trust (CLT) is complex, but not entirely …
Can I include a sunset clause that terminates the trust after a certain date?
Yes, absolutely, a sunset clause, also known as a termination date, can be included within a trust document, allowing it …
Can I include disaster recovery protocols for trust-owned assets?
Navigating the complexities of estate planning often extends beyond simply designating beneficiaries and distributing assets; it necessitates considering the unforeseen—natural …
Can I require annual performance reviews of trust asset managers?
As a beneficiary or trustee of a trust, ensuring the diligent management of assets is paramount, and the question of …