Can I create annual awards from the CRT in the name of the income beneficiary?
Creating annual awards from a Charitable Remainder Trust (CRT) in the name of the income beneficiary is a complex question …
Escondido Estate Planning
Can I include a letter of intent with my testamentary trust?
A letter of intent, while not legally binding, can be a remarkably helpful document to accompany a testamentary trust, providing …
Can a special needs trust provide for trust document translation services?
The question of whether a special needs trust can cover the costs of translating trust documents is a vital one, …
Can I direct how remaining assets are distributed after the trust ends?
Yes, you absolutely can direct how remaining assets are distributed after the trust ends; this is a core component of …
Can the bypass trust hold interests in private equity funds?
The question of whether a bypass trust—also known as a credit shelter trust—can hold interests in private equity funds is …