Can the trust make periodic lump-sum purchases?
Absolutely, a trust can be structured to make periodic lump-sum purchases, offering flexibility beyond simply distributing income or assets over …
Wildomar Estate Planning
Can I require a rotating family leadership council to influence the trust’s strategy?
Establishing a family leadership council to guide a trust’s strategy is a fascinating and increasingly popular approach, blending traditional estate …
Can the income interest be divided among several individuals?
The division of income interest, particularly within the framework of trusts and estate planning, is a common and often beneficial …
Can the trust be designed to shift income based on changing needs?
Absolutely, a well-crafted trust can be a remarkably flexible tool, designed to dynamically adjust income distribution based on the evolving …
Can I include royalties in a testamentary trust?
Yes, absolutely, royalties can and often *should* be included within a testamentary trust, providing a steady stream of income for …