Can the CRT pay income to a qualified pension plan?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, and a frequently asked question is whether they can distribute income …
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, and a frequently asked question is whether they can distribute income …
The air in the courtroom felt thick with dread. My elderly aunt, Beatrice, sat beside me, her hands trembling as …
The phone slipped from my trembling hand, clattering onto the hardwood floor. Tears welled in my eyes as I stared …
The mahogany desk gleamed under the harsh fluorescent lights, reflecting a distorted image of Margaret’s worried face. Her hands trembled …
The flickering candlelight danced across worn family photographs, illuminating generations past. Great-Aunt Millie’s stern gaze seemed to follow me as …
The late afternoon sun cast long shadows across my desk, illuminating a stack of paperwork that seemed to grow taller …
The phrase “duly executed” when referring to a trust, signifies that all the legal requirements for its creation have been …
The question of whether a special needs trust can hold cryptocurrency is increasingly relevant as digital assets gain mainstream acceptance, …
As an estate planning attorney in San Diego, I often encounter clients wanting to implement robust controls over the distribution …
The question of restricting future consolidation of trusts is a common one for Ted Cook’s clients in San Diego, and …