Can I create a testamentary trust through a will?
Yes, you absolutely can create a testamentary trust through your will, and it’s a common estate planning tool utilized by …
Wildomar Estate Planning
Can I create a co-trustee model with rotating leadership?
The concept of co-trusteeship, particularly with rotating leadership, is a viable and increasingly popular estate planning strategy, offering benefits like …
Can I restrict access to trust assets until the beneficiary has a job?
The question of whether you can restrict access to trust assets until a beneficiary has a job is a common …
Can I require certified financial planners to approve large disbursements?
The question of whether you can require certified financial planners (CFPs) to approve large disbursements from a trust is a …
Can a testamentary trust hold naming rights or legacy endowments?
Testamentary trusts, created through a will after someone passes away, are versatile estate planning tools, but their ability to hold …