Can I set up a charitable remainder trust as part of a divorce settlement?
Divorce proceedings often involve complex asset division, and increasingly, parties are exploring sophisticated tools like charitable remainder trusts (CRTs) as …
Wildomar Estate Planning
Can a special needs trust pay for dual-language therapy materials?
Navigating the complexities of special needs trusts requires careful consideration of permissible expenses, and the question of whether these trusts …
Can a bypass trust be funded through a post-nuptial agreement?
The question of whether a bypass trust can be funded through a post-nuptial agreement is complex, requiring careful consideration of …
Can the CRT’s assets be held in trust with another financial institution?
Charitable Remainder Trusts (CRTs) offer a powerful way to achieve both charitable giving goals and potential tax benefits, but understanding …
Can I require co-signatures for asset transfers from trust-owned accounts?
As an estate planning attorney in Wildomar, I frequently encounter questions about the control and security of assets held within …