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Wildomar Estate Planning

Can I change the trustee without changing the trust?

June 4, 2025 by admin

The question of whether you can change a trustee without altering the trust itself is a common one for those …

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Can I set up a CRT jointly with my spouse?

June 4, 2025 by admin

Creating a Charitable Remainder Trust (CRT) jointly with your spouse is indeed possible, and often a strategic move for couples …

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Can I enable estate contributions to climate justice funds?

June 4, 2025 by admin

The idea of extending one’s values beyond their lifetime, specifically towards climate justice, is gaining traction, and yes, it’s absolutely …

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Can the trust require that medical debt be prioritized in emergency disbursements?

June 4, 2025 by admin

The question of prioritizing medical debt within a trust’s emergency disbursement clause is a complex one, but generally, yes, a …

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Can a CRT be used to support research into rare diseases?

June 4, 2025 by admin

Community Reinvestment Trusts (CRTs), while often associated with affordable housing and community development, possess a flexible structure that *can* be …

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Recent Posts

  • Can I change the trustee without changing the trust?
  • Can I set up a CRT jointly with my spouse?
  • Can I enable estate contributions to climate justice funds?

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