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Wildomar Estate Planning

Can a CRT hold commodities or futures contracts?

June 7, 2025 by admin

Community Property Trusts (CRTs), a cornerstone of estate planning in California, are designed to manage assets for the benefit of …

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Can the trustee withhold distributions?

June 7, 2025 by admin

The question of whether a trustee can withhold distributions from a trust is a common one, and the answer, unsurprisingly, …

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Can the trust invest in startup equity or venture capital?

June 7, 2025 by admin

Trusts, while traditionally focused on more conservative investments like stocks, bonds, and real estate, *can* indeed invest in startup equity …

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Can I separate healthcare and financial powers of attorney?

June 7, 2025 by admin

Yes, you absolutely can, and often it’s a wise decision to do so, allowing for focused representation and minimizing potential …

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What is a trustee’s fiduciary duty?

June 7, 2025 by admin

A trustee’s fiduciary duty is the highest standard of care imposed by law, demanding unwavering loyalty, good faith, and diligent …

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