Can I use a CRT to enable charitable investment in social impact bonds?
Charitable Remainder Trusts (CRTs) offer a compelling pathway for individuals interested in supporting impactful investments like Social Impact Bonds (SIBs) …
Wildomar Estate Planning
Can I set a trust expiration date based on external events?
The idea of tying a trust’s lifespan to external events is a surprisingly common inquiry for estate planning attorneys like …
Can the trust help the beneficiary establish legal identification documents?
Establishing legal identification can be a surprisingly complex hurdle for beneficiaries, especially those who may have limited resources or face …
Can I name a donor-advised fund as the remainder beneficiary?
Yes, you absolutely can name a donor-advised fund (DAF) as the remainder beneficiary of your estate plan, but there are …
Can I tie trust benefits to career milestones?
The idea of linking trust distributions to career achievements—like completing a degree, reaching a certain job title, or achieving a …