Can a CRT cover expenses related to dissolving a private foundation?
Charitable Remainder Trusts (CRTs) can, under certain circumstances, cover expenses related to dissolving a private foundation, but it’s a complex …
Wildomar Estate Planning
Can a special needs trust pay for identity theft protection services?
The question of whether a special needs trust (SNT) can pay for identity theft protection services is a critical one …
Can I delay distributions from the bypass trust until a specific age?
The question of delaying distributions from a bypass trust, also known as a credit shelter trust or an A-B trust, …
Can I fund a sabbatical or retreat through a trust?
Absolutely, a trust can be a remarkably flexible tool to finance a sabbatical or retreat, allowing you to enjoy extended …
Can I add accountability milestones for the trustee in a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …