Can a CRT be used to supplement retirement income?
Charitable Remainder Trusts (CRTs) offer a sophisticated strategy to not only support charitable causes but also to generate a stream …
Escondido Estate Planning
Can a CRT operate under community property law in a marital estate plan?
Charitable Remainder Trusts (CRTs) can indeed operate within the framework of community property law as part of a comprehensive marital …
Can I tie inheritance to completing mental health programs?
The question of whether you can tie inheritance to completing mental health programs is increasingly relevant as families prioritize well-being …
Can the trust pay for career-transition planning for older heirs?
Absolutely, a trust can be structured to pay for career-transition planning for older heirs, but it requires careful planning and …
Can the trust include built-in sunset clauses for reevaluation?
Absolutely, a trust can, and often should, include built-in sunset clauses for reevaluation, allowing for adjustments based on changing circumstances, …