Can I choose an executor who lives in a different country?
Selecting an executor is a crucial step in estate planning, ensuring your assets are distributed according to your wishes after …
Wildomar Estate Planning
Can a CRT own copyrights or music royalties?
Community property trusts (CRTs), increasingly popular estate planning tools in California and other states, present unique considerations when it comes …
Can I fund a CRT with a vacation home that will be sold after my death?
Yes, you absolutely can fund a Charitable Remainder Trust (CRT) with a vacation home that will be sold after your …
Can a bypass trust hold stock options from a private company?
The question of whether a bypass trust can hold stock options from a private company is a complex one, heavily …
Can I require an annual financial audit of the trust?
Trusts, while excellent tools for managing assets and ensuring their distribution according to your wishes, aren’t typically subject to the …