Can I Serve as Trustee of My Own Charitable Remainder Trust?
Establishing a Charitable Remainder Trust (CRT) is a powerful estate planning tool allowing individuals to donate assets, receive income during …
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Can I schedule remainder transfers in tranches after the trust term ends?
The question of scheduling remainder transfers in tranches after a trust term ends is a common one for beneficiaries and …
Can I schedule annual beneficiary audits?
Estate planning, while often focused on the distribution of assets after one’s passing, requires ongoing attention to ensure those distributions …