Can I require trust funds to be invested in socially responsible assets?
The question of aligning investments with personal values, specifically through socially responsible investing (SRI) within a trust, is increasingly common …
Wildomar Estate Planning
Can the trust fund assisted living or nursing home care?
The question of whether a trust fund can cover assisted living or nursing home care is a common one, and …
Can I require beneficiaries to attend estate planning meetings?
The question of whether you can *require* beneficiaries to attend estate planning meetings is complex, blending legal considerations with familial …
Can I prohibit use of trust funds for political lobbying?
As an estate planning attorney in Wildomar, I frequently encounter clients with strong personal values who wish to ensure their …
Can a special needs trust pay for caregiver CPR certification?
Absolutely, a special needs trust can generally pay for caregiver CPR certification, provided it aligns with the beneficiary’s health, education, …