Can I offset gift tax obligations by using a CRT structure?
The question of whether a Charitable Remainder Trust (CRT) can offset gift tax obligations is a common one for individuals …
San Diego County
Can I name my trust as beneficiary of my IRA?
The question of whether you can name a trust as beneficiary of your Individual Retirement Account (IRA) is a common …
Can I name different guardians for different children?
The question of whether you can name different guardians for different children is a surprisingly common one for parents considering …
Can I name an educational institution as a contingent charitable beneficiary?
The question of whether you can name an educational institution as a contingent charitable beneficiary within an estate plan is …
Can I name a tech advisor to support digital asset management in the trust?
The question of incorporating digital asset management into estate planning, specifically naming a tech advisor within a trust, is becoming …
Can I name a non-family member as trustee of my bypass trust?
The question of whether you can name a non-family member as trustee of your bypass trust, also known as a …
Can I name a corporate trustee in a testamentary trust?
The question of whether you can name a corporate trustee in a testamentary trust is a common one for estate …