Can I require the trustee to use fiduciary insurance at all times?
The question of whether you can *require* a trustee to maintain fiduciary insurance, also known as trustee liability insurance, is …
Wildomar Estate Planning
Can I use a testamentary trust for pet care and maintenance?
The question of providing for beloved pets after one’s passing is a growing concern for animal lovers, and increasingly, testamentary …
Can a testamentary trust be drafted to act in tandem with a revocable living trust?
Yes, a testamentary trust can absolutely be drafted to work in conjunction with a revocable living trust, and often this …
Can a bypass trust contain clauses for staggered disbursements over decades?
Absolutely, a bypass trust, also known as a credit shelter trust, can certainly be structured to include clauses for staggered …
Can I add a clause requiring investment in green infrastructure projects?
The question of incorporating socially responsible investing, specifically a requirement for investment in green infrastructure projects within a trust or …