Can the CRT income be distributed as a flat dollar amount instead of a percentage?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Wildomar Estate Planning
Can I cap trustee compensation to a set percentage of trust income?
Determining trustee compensation is a frequent question for those establishing or managing trusts, and the answer isn’t always straightforward, particularly …
Can I create funding triggers tied to economic indicators?
The concept of tying funding triggers to economic indicators is gaining traction, particularly within estate planning and trust administration, allowing …
Can I specify disbursement rules by age or life stage?
Absolutely, crafting estate plans that distribute assets based on the age or life stage of beneficiaries is a common and …
Can a bypass trust make periodic charitable donations on behalf of the family?
A bypass trust, also known as a credit shelter trust or a family trust, is a powerful estate planning tool …