Can the trust support community building through structured recreational clubs?
Establishing and financially supporting structured recreational clubs through a trust is not only permissible but can be a remarkably effective …
Wildomar Estate Planning
Can a special needs trust be set up in advance of diagnosis?
Establishing a special needs trust (SNT) is a proactive step in safeguarding a loved one’s future, and surprisingly, it absolutely …
Can the trust pay for relocation expenses to care for an elderly parent?
Navigating the complexities of elder care often involves significant logistical and financial considerations, and a common question arises: can a …
Can I transfer rental contracts into a CRT as part of a real estate donation?
Transferring rental contracts alongside real estate into a Charitable Remainder Trust (CRT) is a complex but potentially advantageous estate planning …
Can a bypass trust help preserve my estate tax exemption?
The question of preserving one’s estate tax exemption is a significant concern for many individuals, particularly as wealth accumulates and …