Can a CRT be part of a philanthropic exit strategy for business founders?
Charitable Remainder Trusts (CRTs) offer a sophisticated tool for business founders looking to exit their company while simultaneously fulfilling philanthropic …
Wildomar Estate Planning
Can a testamentary trust be used in estate equalization?
Estate equalization, the process of fairly distributing assets among heirs, can be complex, particularly when dealing with unequal asset values …
Can a bypass trust be transitioned into a donor-advised fund upon termination?
The question of whether a bypass trust can be transitioned into a donor-advised fund (DAF) upon termination is complex and …
Does Medicaid require repayment after the beneficiary dies?
Yes, Medicaid generally requires repayment of certain benefits after the beneficiary’s death, a process known as estate recovery. This isn’t …
Can I designate different beneficiaries for different asset types?
Absolutely, you can and often should designate different beneficiaries for different asset types, a common question for those considering estate …