Can a CRT be used to contribute to a pooled income fund?
Yes, a Charitable Remainder Trust (CRT) can indeed be used to contribute to a pooled income fund (PIF), creating a …
Wildomar Estate Planning
Are distributions reported to the IRS?
Yes, distributions from trusts and estates are generally reported to the IRS, ensuring transparency and proper tax compliance. This reporting …
Can a testamentary trust be used to control asset distribution?
A testamentary trust, created within a will, is a powerful tool for dictating *when* and *how* your assets are distributed …
Can a trust help pay for disability-inclusive financial education?
Financial literacy is crucial for everyone, but individuals with disabilities often face unique challenges in accessing effective and inclusive financial …
Can a bypass trust support tenant housing for non-beneficiary caregivers?
The question of whether a bypass trust can support tenant housing for non-beneficiary caregivers is complex, involving nuanced estate planning …