Can I restrict access to funds for politically exposed persons?
The question of restricting access to funds for politically exposed persons (PEPs) is a complex one, increasingly relevant in estate …
Wildomar Estate Planning
Can I set a minimum age for beneficiaries to receive assets?
Absolutely, establishing a minimum age for beneficiaries to receive assets is a common and prudent estate planning strategy, particularly when …
Can I require my trustee to submit to annual third-party audits?
As a grantor establishing a trust, the question of oversight is paramount, and while it’s not a standard practice, it …
Can I require real-time reporting of trust spending to beneficiaries?
The question of demanding real-time spending reports from a trust is a common one for beneficiaries, and it touches upon …
Can I restrict use of trust funds for gambling or speculative investments?
Establishing a trust is a powerful tool for managing and protecting assets, but many clients wonder about controlling how those …