Can I defer capital gains on a property sale through a CRT?
A Charitable Remainder Trust (CRT) offers a compelling strategy for deferring capital gains taxes on the sale of appreciated assets, …
Wildomar Estate Planning
Can I restrict trustee access to certain digital platforms?
The increasing digitization of our lives presents unique challenges for estate planning, particularly when considering the role of a trustee …
Can I include sustainability clauses for real estate in the trust?
The question of incorporating sustainability clauses into a real estate trust is becoming increasingly relevant as environmental consciousness grows and …
Can a CRT distribute income in alternating years instead of annually?
Complex trusts, like Charitable Remainder Trusts (CRTs), offer flexibility in income distribution, but adhering to IRS regulations is paramount; while …
Can I use estate planning to honor cultural or religious traditions?
Estate planning is often viewed as a purely financial exercise – securing assets and minimizing taxes. However, it’s a powerful …