Can I set a maximum annual allowance for each beneficiary?
Absolutely, establishing a maximum annual allowance for each beneficiary within a trust is a common and often crucial aspect of …
Wildomar Estate Planning
Can a CRT be used to create an ongoing challenge grant for a nonprofit?
A Charitable Remainder Trust (CRT) absolutely can be structured to create an ongoing challenge grant for a nonprofit organization, though …
What is the role of an estate planning attorney in setting up a testamentary trust?
A testamentary trust is a crucial component of comprehensive estate planning, established *within* a will and only coming into effect …
Can I use a testamentary trust to avoid foreign probate for overseas property?
Testamentary trusts, created within a will, offer a potentially effective strategy to bypass foreign probate for property held outside the …
Can a trust make ongoing donations?
Yes, a trust can absolutely make ongoing donations, and it’s a common feature in many estate plans designed for charitable …