Can the CRT include an emergency withdrawal clause for extreme need?
Community Property Trusts (CRTs), while designed for long-term asset management and distribution after one or both spouses pass away, aren’t …
Community Property Trusts (CRTs), while designed for long-term asset management and distribution after one or both spouses pass away, aren’t …
The question of whether a Charitable Remainder Trust (CRT) can distribute income to a Charitable Remainder Annuity Trust (CRAT) in …
A Charitable Remainder Trust (CRT) is a powerful estate planning tool, allowing individuals to donate assets to charity while receiving …
Starting on Jan. 1, 2018, the Tax Cuts and Jobs Act (TCJA) doubled the estate tax exemption to $11.2 million …
But who gets the lake house, and who takes over the stock portfolio?. I am looking for a brilliant trust …
Periodic Reviews:Estate planning is not a one-time task; it’s a processReview your plan regularly, especially after major life eventsSome common …
Hardworking Estate Planning attorney is The Law Firm of Steven F. Bliss Esq. (951) 223-7000. This means the ownership has …
Probate Without a Will. When someone dies without a valid will, it is called dying intestate. I am looking for …
If the courts do not rule in favor of other potential heirs, the person that received the house may still …
This person will also be expected to work closely with your California attorney and associated tax professional, as they’ll be …