Can I assign a temporary advisor to assist the trustee in complex CRT structures?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools designed to provide income to beneficiaries with the remainder going to …
Wildomar Estate Planning
Can a special needs trust subsidize a backup communication system?
Navigating the complexities of providing for a loved one with special needs requires careful planning, and ensuring consistent communication is …
Can the trustee require financial statements from beneficiaries?
The question of whether a trustee can require financial statements from beneficiaries is complex, hinging on the specifics of the …
Can I appoint someone to mediate conflicts among beneficiaries?
Navigating family dynamics after a loved one passes can be emotionally charged, and disagreements among beneficiaries are surprisingly common. Appointing …
Is interest from trust loans taxable?
The taxation of interest earned from loans made by a trust is a surprisingly complex area of estate and tax …