Can a CRT qualify as a split-interest trust for IRS purposes?
A Charitable Remainder Trust (CRT) can indeed qualify as a split-interest trust for IRS purposes, allowing for significant estate and …
Escondido Estate Planning
Can I create educational endowments for descendants through estate planning?
Yes, absolutely, creating educational endowments for your descendants is a powerful and increasingly popular component of comprehensive estate planning, allowing …
Can I use a trust to facilitate open adoptions or family reunification?
The question of utilizing trusts to support open adoptions and family reunification is increasingly relevant as modern family structures evolve …
Can the trust require quarterly updates to beneficiaries?
Absolutely, a trust can indeed require quarterly updates to beneficiaries, and this is becoming increasingly common as transparency and open …
Can I require my children to reach a certain age before inheriting?
Absolutely, you can, and it’s a remarkably common and prudent estate planning strategy employed by many parents, including those who …