Can I include artwork in a charitable remainder trust?
Establishing a Charitable Remainder Trust (CRT) allows individuals to donate assets, including artwork, to a trust that provides income to …
Wildomar Estate Planning
Can I provide different inheritance shares to children from different marriages?
The question of whether you can provide different inheritance shares to children from different marriages is a common one, and …
Can a CRT participate in place-based philanthropy strategies?
Charitable Remainder Trusts (CRTs) are often thought of as vehicles for income and tax benefits for donors, but their potential …
Is a testamentary trust required to file its own tax return?
Yes, a testamentary trust is generally required to file its own tax return if it generates income exceeding certain thresholds, …
Can a special needs trust fund sensory therapy sessions?
Navigating the financial landscape for a loved one with special needs requires careful planning, and a crucial element of that …