Can the trust be converted into a charitable remainder trust by future vote?
The question of whether a trust can be converted into a charitable remainder trust (CRT) via a future vote of …
Wildomar Estate Planning
Can I provide housing assistance for heirs moving for education or caregiving?
Providing housing assistance to heirs, whether for educational pursuits or to fulfill caregiving responsibilities, is a generous act, but one …
Can I require beneficiaries to submit net worth statements?
The question of whether you can require beneficiaries to submit net worth statements is complex, hinging on the specifics of …
Can a testamentary trust include rental subsidy clauses?
Testamentary trusts, established through a will and taking effect after death, offer a versatile tool for managing and distributing assets, …
Can a charitable remainder trust be used in international estate planning?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools in the United States, offering both tax benefits and a means …