Can a CRT hold commodities or futures contracts?
Community Property Trusts (CRTs), a cornerstone of estate planning in California, are designed to manage assets for the benefit of …
Wildomar Estate Planning
Can the trustee withhold distributions?
The question of whether a trustee can withhold distributions from a trust is a common one, and the answer, unsurprisingly, …
Can the trust invest in startup equity or venture capital?
Trusts, while traditionally focused on more conservative investments like stocks, bonds, and real estate, *can* indeed invest in startup equity …
Can I separate healthcare and financial powers of attorney?
Yes, you absolutely can, and often it’s a wise decision to do so, allowing for focused representation and minimizing potential …
What is a trustee’s fiduciary duty?
A trustee’s fiduciary duty is the highest standard of care imposed by law, demanding unwavering loyalty, good faith, and diligent …