Can a charitable remainder trust own rental property out of state?
The question of whether a charitable remainder trust (CRT) can own rental property, particularly if that property is located out …
San Diego County
Can a charitable remainder trust be used in international estate planning?
The question of incorporating a charitable remainder trust (CRT) into international estate planning is complex, yet potentially highly beneficial. CRTs, …
Can a bypass trust support the relocation costs of a beneficiary?
The question of whether a bypass trust can support the relocation costs of a beneficiary is a complex one, deeply …
Can a bypass trust support health and wellness coaching?
The question of whether a bypass trust can support health and wellness coaching is multifaceted, intertwining estate planning principles with …
Can a bypass trust support a beneficiary pursuing unpaid artistic work?
The question of whether a bypass trust can support a beneficiary pursuing unpaid artistic work is complex, intertwining estate planning …
Can a bypass trust restrict use of funds for elective surgeries?
The question of whether a bypass trust can restrict the use of funds for elective surgeries is a common one …
Can a bypass trust require annual reviews with a financial advisor?
The question of whether a bypass trust – also known as a credit shelter trust – requires annual reviews with …