Can I transfer assets while I’m alive to reduce estate taxes?
The question of transferring assets during one’s lifetime to minimize estate taxes is a common one, and the answer, as …
San Diego County
Can I tie trust disbursements to involvement in a family business?
The question of whether you can tie trust disbursements to involvement in a family business is a common one for …
Can I tie inheritance disbursement to personal productivity metrics?
The concept of tying inheritance disbursement to personal productivity metrics is gaining traction as estate planning evolves beyond simply distributing …
Can I tie distributions to specific ages or milestones?
Estate planning, particularly when utilizing trusts, isn’t a one-size-fits-all approach. Many clients, when considering the future of their assets, want …
Can I tie CRT distributions to a fixed timeline like every five years?
Complex trusts, specifically those utilizing Credit Shelter Trusts (often now called Bypass Trusts) as part of an estate plan, present …
Can I terminate an irrevocable trust?
The very nature of an irrevocable trust suggests permanence. However, life is rarely that simple, and situations change. While the …
Can I support ecosystem preservation through estate conditions?
The idea of weaving environmental stewardship into estate planning is gaining considerable traction, reflecting a growing societal awareness of the …