Can I require public service internships to unlock educational grants?
The question of tying educational grant eligibility to mandatory public service internships is gaining traction as a potential solution to …
Escondido Estate Planning
Can I defer capital gains on a property sale through a CRT?
A Charitable Remainder Trust (CRT) offers a powerful strategy for deferring capital gains taxes on the sale of appreciated assets, …
Can a trust hold a vacation home?
Yes, a trust can absolutely hold a vacation home, and in many cases, it’s a remarkably beneficial strategy for ownership, …
Can I set charitable matching contribution policies for beneficiaries?
Establishing charitable matching contribution policies within a trust is an increasingly popular way to blend estate planning with philanthropic goals, …
Can I include real estate subject to a mortgage in the CRT?
Transferring real estate with an existing mortgage into a Revocable Living Trust (RLT), often called a CRT, is a common …