Can I direct proceeds to specific political causes?
The question of whether you can direct proceeds from your estate to specific political causes is complex, heavily influenced by …
Escondido Estate Planning
How do I prove incapacity to activate a successor trustee?
Establishing incapacity to activate a successor trustee is a critical, yet often sensitive, process in estate planning, and requires careful …
Can a charitable remainder trust hold rental income property?
Yes, a charitable remainder trust (CRT) can indeed hold rental income property, offering a unique strategy for both financial benefit …
Can I allow pooled charitable donations to be made from multiple family bypass trusts?
The question of pooling charitable donations from multiple family bypass trusts is complex, requiring careful consideration of tax regulations, trust …
Can the CRT prevent certain charities from being future beneficiaries?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …