Can I make distributions conditional on estate-wide goals being met?
The question of whether you can make distributions from a trust conditional on estate-wide goals being met is a complex …
Escondido Estate Planning
Can a trust take out a loan or mortgage?
Yes, a trust can indeed take out a loan or mortgage, but it’s not as straightforward as an individual applying. …
Can a bypass trust specify residency requirements for trustees?
Yes, a bypass trust can absolutely specify residency requirements for trustees, though the specifics and enforceability depend heavily on state …
Can the CRT pay income to a qualified pension plan?
A Charitable Remainder Trust (CRT) can indeed pay income to a qualified pension plan, offering a sophisticated estate planning strategy …
Can a CRT be set up using a donor-advised fund intermediary?
Charitable Remainder Trusts (CRTs) offer a powerful way to achieve both financial and philanthropic goals, and increasingly, donors are exploring …