Can I require the trust to provide startup seed funding?
The question of whether a trust can be compelled to provide seed funding for a startup venture is a complex …
Wildomar Estate Planning
Can I limit trust asset exposure to volatile markets?
The question of shielding trust assets from the turbulence of volatile markets is a paramount concern for many individuals, especially …
Is the trust subject to gift tax rules?
Yes, the creation and funding of a trust, while a powerful estate planning tool, can indeed be subject to gift …
Can I create a home repair fund for inherited properties?
Inheriting property is a significant event, often accompanied by both joy and practical considerations, and one of those considerations is …
What are the trustee’s duties and responsibilities?
Serving as a trustee is a significant undertaking, demanding a deep understanding of fiduciary duty and a commitment to acting …