Can a trust be converted from first-party to third-party?
The conversion of a trust from a first-party, often called a self-settled, trust to a third-party trust is a complex …
Wildomar Estate Planning
Can a testamentary trust invest in cryptocurrency?
The question of whether a testamentary trust can invest in cryptocurrency is increasingly relevant in today’s evolving financial landscape, but …
Can I structure a trust to provide multi-generational tax efficiency?
The question of structuring a trust for multi-generational tax efficiency is a cornerstone of advanced estate planning, and something Steve …
How do I make changes to the trust after it’s created?
Once a trust is established, it isn’t set in stone; however, modifying it requires careful consideration and adherence to specific …
Can I structure my estate to address environmental disasters?
Recent years have demonstrated a growing need to proactively consider the impact of environmental disasters on estate planning, as climate …