Can I mandate that the CRT funds not be used for capital campaigns?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Wildomar Estate Planning
Can a CRT distribute income through a spendthrift clause?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …
Can a testamentary trust pay estate debts?
The question of whether a testamentary trust can pay estate debts is a complex one, deeply intertwined with probate law …
What’s the easiest way to update my trust every year?
Maintaining a trust isn’t a “set it and forget it” endeavor; life changes, and your trust needs to reflect those …
Can I require my trustee to work with a specific law firm or advisor?
As a California resident considering estate planning, it’s natural to wonder about the level of control you retain even after …