Can I use a living trust to manage assets across multiple states?
The question of whether a living trust can effectively manage assets located in multiple states is a common one for …
San Diego County
Can I use a DIY will service to create a testamentary trust?
The question of whether you can utilize a do-it-yourself (DIY) will service to establish a testamentary trust is a common …
Can I use a CRT to promote bilingual education initiatives?
Community Reinvestment Trusts (CRTs), while typically associated with affordable housing and community development, *can* be creatively structured to support a …
Can I use a CRT to endow an academic chair?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that can provide income to the grantor (the person creating the …
Can I use a charitable remainder trust to sell a business tax-efficiently?
Selling a business is a significant life event, often accompanied by substantial capital gains taxes. For business owners with philanthropic …
Can I use a bypass trust to fund political or civic education programs?
Bypass trusts, also known as exemption trusts or credit shelter trusts, are powerful estate planning tools designed to maximize the …
Can I transfer rental contracts into a CRT as part of a real estate donation?
The question of transferring rental contracts alongside real estate into a Charitable Remainder Trust (CRT) is complex, but generally, yes, …