Can a CRT operate with separate investment and administrative trustees?
Certainly, a Charitable Remainder Trust (CRT) can, and often does, operate with separate investment and administrative trustees, a structure designed …
Escondido Estate Planning
Can the trust distribute income as a percentage of the value of assets?
Yes, a trust absolutely can be structured to distribute income as a percentage of the value of its assets, offering …
Can I set dynamic access to trust funds based on national inflation rates?
The idea of linking trust fund distributions to national inflation rates is gaining traction as beneficiaries seek to maintain their …
Can the trust include co-investment agreements with other family trusts?
Absolutely, a trust can absolutely include co-investment agreements with other family trusts, and this is becoming an increasingly popular strategy …
Can I build-in allowances for inflation-triggered rebalancing?
The question of incorporating inflation-triggered rebalancing into a trust or estate plan is increasingly relevant, particularly given the fluctuating economic …