Can I establish inheritance-linked savings multiplier programs?
The concept of establishing inheritance-linked savings multiplier programs—where savings grow based on anticipated future inheritance—is gaining traction, though legally complex …
Escondido Estate Planning
Can I use a CRT to promote bilingual education initiatives?
Community Reinvestment Trusts (CRTs) are increasingly recognized as innovative financial tools that can extend beyond traditional community development, potentially including …
Can the trust guarantee rent for the beneficiary’s housing?
That’s a question many beneficiaries and those establishing trusts ponder, especially with the rising costs of housing and a desire …
Can a bypass trust qualify for the marital deduction?
The marital deduction is a cornerstone of estate planning, allowing assets to pass to a surviving spouse without incurring estate …
Can I use a CRT to fund my favorite nonprofit’s endowment?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow you to support your favorite charities, like funding an …