Can a CRT serve as a hedge against estate tax reform?
The question of whether a Charitable Remainder Trust (CRT) can serve as a hedge against estate tax reform is complex, …
Escondido Estate Planning
Can the trust provide funding for weather-resilient housing retrofits?
The question of whether a trust can provide funding for weather-resilient housing retrofits is increasingly relevant as climate change intensifies …
Are trusts reviewed by the court?
Trusts, while often perceived as private arrangements, are not entirely immune to court scrutiny, though the extent of that review …
Can a bypass trust own a limited liability company (LLC)?
Yes, a bypass trust, also known as a credit shelter trust or a family trust, can absolutely own a limited …
Can a special needs trust pay for educational expenses?
The question of whether a special needs trust can cover educational costs is a frequent one for families planning for …