Can a CRT fund a charitable business incubator after termination?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income during their lifetime, and …
Wildomar Estate Planning
Can I change the beneficiaries of a bypass trust after it’s created?
The short answer is generally no, you cannot simply *change* the beneficiaries of a bypass trust after it’s created, but …
Can a special needs trust cover the cost of online certification programs?
The question of whether a special needs trust (SNT) can cover the cost of online certification programs is a common …
Can a CRT work in tandem with a succession plan for nonprofit leadership?
Charitable Remainder Trusts (CRTs) and succession planning for nonprofit leadership might seem disparate, but they can function synergistically to ensure …
Can I authorize someone to change terms in my trust after death?
The question of whether you can authorize someone to change the terms of your trust after your death is a …