Do I need to give a copy of the trust to my trustee?
Establishing a trust is a significant step in estate planning, and ensuring your trustee has the necessary information to manage …
Wildomar Estate Planning
Can a CRT receive proceeds from a business sale over time?
Charitable Remainder Trusts (CRTs) offer a sophisticated estate planning tool, allowing individuals to donate assets, receive income for a specified …
Can I direct that trust assets not be sold under any circumstances?
The question of whether you can absolutely prohibit the sale of trust assets is complex, hinging on the balance between …
Can I fund a CRT through a charitable installment sale?
Absolutely, a charitable remainder trust (CRT) can be funded, in part or entirely, through a charitable installment sale, offering a …
Can I restrict access to trust assets for substance abuse issues?
The question of whether to restrict access to trust assets due to substance abuse issues is a complex one, increasingly …