Can a CRT be structured to minimize Unrelated Business Income Tax (UBIT)?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets, receive income for a specified period, …
Escondido Estate Planning
Can I structure a bypass trust to terminate on a future law change?
The question of whether a bypass trust can be structured to terminate upon a future law change is a complex …
Can I limit trust funds for digital subscriptions or entertainment?
The question of whether you can limit trust funds for digital subscriptions or entertainment is becoming increasingly common as our …
Can a CRT remainder be structured to fund a nonprofit-run community center?
Charitable Remainder Trusts (CRTs) offer a powerful blend of financial planning and philanthropic giving, and yes, a CRT remainder can …
Can I use a Charitable Remainder Trust to endow an academic chair?
A Charitable Remainder Trust (CRT) can indeed be a powerful tool to endow an academic chair, offering both financial benefits …