What happens to the business if I die and it’s in my trust?
The question of business continuity upon the death of an owner is a critical one, especially when the business is …
Wildomar Estate Planning
Can I restrict geographic usage of real estate assets within the trust?
The question of restricting geographic usage of real estate assets held within a trust is a common one, and the …
Can I appoint a family council to advise the trustee?
The idea of involving family members in the oversight of a trust, through a family council, is gaining traction as …
Can I integrate open-source tools for managing estate workflows?
The question of integrating open-source tools into estate planning workflows is increasingly relevant as technology evolves and clients demand more …
How is a trustee removed legally?
The removal of a trustee is a serious legal matter governed by state law, typically outlined in the California Probate …