Can I use a CRT to bypass the 3.8% Medicare surtax on investment income?
The 3.8% Medicare surtax on net investment income is a significant concern for many high-income earners. This tax applies to …
Can I tie trust benefits to career milestones?
The idea of linking trust distributions to career achievements – like promotions, certifications, or completing significant projects – is gaining …
Can I tie estate-supported housing to family care commitments?
The intersection of estate planning and family care is a growing area of interest for many individuals, especially in San …
Can I tie distributions to community service hours?
The question of whether you can tie trust distributions to community service hours is a fascinating one, increasingly relevant as …
Can I tie benefits to military or public service participation?
The question of whether one can tie benefits to military or public service participation within a trust is a nuanced …
Can I support global citizenship programs through the trust?
The question of incorporating philanthropic desires, specifically supporting global citizenship programs, within a trust is a common one for Ted …
Can I structure tiered inheritance in a testamentary trust?
The concept of tiered inheritance within a testamentary trust is a powerful estate planning tool, allowing for a phased distribution …
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