Can a CRT operate with separate investment and administrative trustees?
Certainly, a Charitable Remainder Trust (CRT) can, and often does, operate with separate investment and administrative trustees, a structure that …
Wildomar Estate Planning
Can the trust distribute income as a percentage of the value of assets?
Yes, a trust can absolutely be structured to distribute income as a percentage of the value of its assets, although …
Can the trust require that all asset appraisals be conducted bi-annually?
Absolutely, a trust can indeed require that all asset appraisals be conducted bi-annually, and often this is a prudent measure …
How does a special needs trust interact with ABLE accounts?
The interplay between Special Needs Trusts (SNTs) and ABLE (Achieving a Better Life Experience) accounts is a crucial consideration for …
Can a testamentary trust be written in a foreign language?
The question of whether a testamentary trust can be written in a foreign language is complex, hinging on the laws …