Can the trustee hire professionals to manage trust assets?
Absolutely, a trustee not only *can* hire professionals to manage trust assets, but often has a fiduciary duty to do …
Escondido Estate Planning
Can the trust pay for estate planning fees for future generations?
This is a frequently asked question, and the answer is generally yes, with careful planning and specific language within the …
Can I link disbursements to benchmarks in career growth or entrepreneurship?
The strategic allocation of financial resources, or disbursements, is intrinsically tied to achieving milestones in both career advancement and entrepreneurial …
Can a CRT reduce taxes when selling concentrated stock positions?
Charitable Remainder Trusts (CRTs) can be a powerful tool for individuals looking to sell highly appreciated stock positions, like those …
Can a trust adjust for changing tax brackets of the beneficiary?
The ability of a trust to adjust for changing tax brackets of the beneficiary is a complex issue, heavily dependent …