What are the reporting requirements for high-value trusts?
High-value trusts, those typically exceeding $5 million in assets, face increasingly complex reporting requirements designed to ensure tax compliance and …
Wildomar Estate Planning
Can I specify that trust distributions be in a specific currency?
The question of specifying currency for trust distributions is a common one, particularly in our increasingly globalized world and with …
Can I require collaboration among beneficiaries for large distributions?
Yes, you absolutely can require collaboration among beneficiaries for large distributions from a trust or estate, and it’s a surprisingly …
Can I assign trustees with dual expertise in finance and sustainability?
The question of whether you can assign trustees with dual expertise in finance and sustainability is increasingly relevant as clients …
Can a special needs trust pay for dental care?
A special needs trust (SNT) can indeed pay for dental care, but navigating the specifics requires careful consideration of the …