Can the CRT be designed for phased income beneficiary transitions?
Certainly, a Charitable Remainder Trust (CRT) can absolutely be designed to facilitate phased income beneficiary transitions, offering a sophisticated approach …
Wildomar Estate Planning
Can a testamentary trust be used in high net worth estate planning?
Yes, a testamentary trust is frequently, and powerfully, utilized in high net worth estate planning, offering a level of control …
Can I require trustee rotation every five years?
The question of whether you can require trustee rotation every five years is a nuanced one, deeply embedded in the …
Can the trust be funded by disclaiming property from the estate?
Yes, a trust can absolutely be funded, at least in part, by disclaiming property from an estate; however, it’s a …
Can I choose a foreign charity as a remainder beneficiary?
The question of designating a foreign charity as a remainder beneficiary in an estate plan is complex, but generally permissible …