Can a CRT generate unrelated taxable income that must be reported?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but it’s a common misconception that they are entirely tax-free once …
Escondido Estate Planning
Can I provide a trust fund for non-family caregivers?
The question of whether you can establish a trust fund for non-family caregivers is complex, steeped in both legal and …
Can I add assets to a CRUT but not to a CRAT?
The fundamental difference between Charitable Remainder Unitrusts (CRUTs) and Charitable Remainder Annuity Trusts (CRATs) lies in how distributions are calculated …
What documents should accompany a trust for real estate transfers?
Transferring real estate into a trust is a crucial step in estate planning, offering benefits like probate avoidance and simplified …
Can I use the bypass trust to support a startup incubator?
The question of utilizing a bypass trust—a specific type of irrevocable trust often employed in estate planning—to fund a startup …