Can I ban the use of artificial intelligence tools funded by the trust?
As a trustee, you absolutely can, and in some cases, *should* consider banning the use of artificial intelligence (AI) tools …
Wildomar Estate Planning
Can I separate responsibilities for asset management and beneficiary communication?
Absolutely, separating the roles of asset management and beneficiary communication within an estate plan is not only possible but often …
Can I require legacy projects (books, interviews, videos) as trust conditions?
The question of incorporating requirements for completing legacy projects – such as finishing a book, conducting a series of interviews, …
Can I name an entity as beneficiary of the bypass trust?
The question of whether you can name an entity as a beneficiary of a bypass trust is a common one …
Can I require mental health assessments before distributions?
The question of whether you can require mental health assessments before distributions from a trust is complex, weaving together legal …