Can a CRT be dissolved if the beneficiary charity is no longer qualified?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …
Wildomar Estate Planning
Can I create a trust that includes stepchildren?
Establishing a trust that encompasses stepchildren requires careful consideration and precise legal language, as traditional inheritance laws don’t automatically extend …
Can I use a trust to pay for long-term care insurance?
The question of whether a trust can be used to pay for long-term care insurance is a common one, and …
Can I make distribution contingent on financial literacy certification?
The question of whether you can make distributions from a trust contingent on a beneficiary’s completion of a financial literacy …
Can I allow changes to the trust if tax laws change significantly?
The flexibility to adapt a trust to evolving tax laws is a crucial consideration in estate planning, and the answer …