Can I include successor income recipients in a CRT?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets to charity while retaining an …
Can I include royalties in a testamentary trust?
The question of including royalty income within a testamentary trust is a common one for Ted Cook, a San Diego …
Can I include provisions to prevent generational entitlement?
The question of preventing generational entitlement within estate planning is increasingly common, particularly among families who have accumulated significant wealth. …
Can I include power of attorney for financial decisions in my estate plan?
Absolutely, incorporating a Power of Attorney (POA) for financial decisions is not only possible but a highly recommended component of …
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However, the estate owner may change the will if he or she changes who will receive which assets or liabilities. …
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How many beneficiaries can a trust have? A trust isn’t restricted to one beneficiary. It can have as many beneficiaries …