Can I set a maximum annual allowance for each beneficiary?
Yes, you absolutely can set a maximum annual allowance for each beneficiary within your trust, and it’s a frequently utilized …
Escondido Estate Planning
Can a CRT be used to create an ongoing challenge grant for a nonprofit?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools, but their application to create an ongoing challenge grant for a …
What is the role of an estate planning attorney in setting up a testamentary trust?
A testamentary trust, created within a will, comes into effect only upon the death of the grantor, offering a powerful …
Can I use a testamentary trust to avoid foreign probate for overseas property?
The question of avoiding foreign probate for overseas property is a common concern for individuals with assets located outside of …
Can a trust make ongoing donations?
Yes, a trust can absolutely make ongoing donations, offering a powerful tool for charitable giving and continued support of causes …