Can I use a CRT to fund a charitable remainder unitrust with a net income makeup provision (NIMCRUT)?
The question of whether a Charitable Remainder Trust (CRT) can fund a Charitable Remainder Unitrust (CRUT) with a Net Income …
Point Loma Estate Planning Law
Can I use a CRT to bypass the 3.8% Medicare surtax on investment income?
The 3.8% Net Investment Income Tax (NIIT) is a significant concern for high-income earners, potentially adding a substantial cost to …
Can I use a bypass trust to reward philanthropic activity by heirs?
The question of leveraging a bypass trust to incentivize and reward philanthropic endeavors by heirs is a common one for …
Can I use a bypass trust as part of a blended family estate plan?
Estate planning for blended families—those with children from previous relationships—presents unique challenges. Ensuring fairness to all children, protecting assets, and …
Can I transfer intellectual property into a trust?
The question of transferring intellectual property (IP) – encompassing patents, trademarks, copyrights, and trade secrets – into a trust is …
Can I tie trust benefits to specific life milestones?
The question of whether you can tie trust benefits to specific life milestones is a common one for Ted Cook, …