Who creates business succession plans as part of estate planning?
The clock ticked relentlessly. Old Man Tiberius, founder of Tiberius Tractors, lay frail in his bed. He’d built an empire …
Can a CRT be divided into smaller trusts for individual beneficiaries?
Complex trusts, particularly Charitable Remainder Trusts (CRTs), are powerful estate planning tools, but their structure isn’t always a perfect fit …
What’s the best team to handle complex estate planning near by
The rain lashed against the window of old Mr. Abernathy’s study, mirroring the storm brewing within his family. He’d put …
Can I establish a rolling trust with automatic renewal conditions?
The concept of a “rolling trust” with automatic renewal is intriguing, and while not a standard legal term, it touches …
Can I establish a rolling trust with automatic renewal conditions?
The concept of a “rolling trust” with automatic renewal conditions, while not a standard legal term, often refers to a …
What are the main benefits of an irrevocable trust?
Irrevocable trusts are powerful estate planning tools offering significant benefits, but understanding their nature is crucial; unlike revocable trusts which …
What are the main benefits of an irrevocable trust?
Irrevocable trusts, often misunderstood, represent a powerful tool in estate planning, offering benefits that extend far beyond simple asset protection; …
What happens if I die without a will containing a testamentary trust?
Dying without a will in California, even with assets that *could* have benefited from a testamentary trust, initiates a legal …
What happens if I die without a will containing a testamentary trust?
Dying without a will, known as dying “intestate,” can create significant complications for your loved ones, particularly when you envision …
Can I receive income from a CRT and later convert it to a lump sum?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …