Can I gift property to my heirs now and still control it in my estate plan?
Yes, it is absolutely possible to gift property to your heirs now while still maintaining a level of control through …
Wildomar Estate Planning
Can I attach performance-based rewards to trust distributions?
The question of whether you can attach performance-based rewards to trust distributions is a complex one, heavily influenced by state …
Can a bypass trust be terminated by a supermajority of beneficiaries?
The question of whether a bypass trust can be terminated by a supermajority of beneficiaries is complex and depends heavily …
Can I allow heirs to donate part of their inheritance into a group venture fund?
The question of allowing heirs to direct portions of their inheritance towards group venture funds is becoming increasingly common as …
What information are beneficiaries entitled to?
As an Estate Planning Attorney in Wildomar, I often field questions from beneficiaries unsure of their rights, so let’s discuss …