Can I tie benefits to religious observance or values?
The question of whether one can legally tie benefits to religious observance or values is complex, deeply rooted in both …
Wildomar Estate Planning
Can I appoint a trust company to manage a CRT’s assets?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while receiving an income …
Can I require the trustee to submit an annual investment philosophy statement?
As a beneficiary or grantor of a trust, understanding how your assets are managed is paramount, and yes, you can, …
Is a living trust recognized internationally?
The question of whether a living trust created in the United States, specifically in California with an attorney like Steve …
Can I add biometric verification to disbursement authorization?
The question of integrating biometric verification into disbursement authorization within estate planning is becoming increasingly relevant as fraud and undue …