Can a CRT own foreign investments or property?
Community Property Trusts (CRTs) in California, and indeed most states, *can* own foreign investments or property, but it requires careful …
Wildomar Estate Planning
Can a special needs trust provide a phone plan for emergency communication?
Absolutely, a special needs trust can indeed provide funding for a phone plan to ensure emergency communication for a beneficiary, …
Can I transfer assets while I’m alive to reduce estate taxes?
Yes, proactively transferring assets during your lifetime can be a strategic approach to potentially reduce future estate taxes, but it’s …
Can a CRT receive passive income from oil and gas royalties?
Complex trusts, like Charitable Remainder Trusts (CRTs), offer sophisticated estate planning tools, and the question of whether they can receive …
Can a testamentary trust help manage a beneficiary’s inheritance?
Yes, a testamentary trust can be a powerful tool to manage a beneficiary’s inheritance, offering control and protection that a …