Adding a “FLIP” to a “CRUT”
A Charitable Remainder Trust (“CRT”) allows the creators to gift assets to a charitable organization of their choice while retaining the right to receive the income from
We offer the option of consultations and meetings in-person, video & phone.
A Charitable Remainder Trust (“CRT”) allows the creators to gift assets to a charitable organization of their choice while retaining the right to receive the income from
When creating your Trust, it goes without saying that you spend a considerable amount of time selecting a trusted family member or friend to serve as
2014 is coming to an end and at some point we all create New Year resolutions. One of your New Year resolutions should be to
A charitable remainder trust is a trust which allows the creators to provide assets to a charitable organization and at the same time allows the creators, often
Ron Chauvel, a seasoned estate planning attorney at Chauvel & Glatt, LLP., has assisted clients with various family and health situations. Over the years, Ron has received requests
Change is inevitable. In terms of your estate planning, change is often unavoidable. Over time a number of things can happen: your assets may increase; you
On November 13, 2014, our partner April Glatt will be co-hosting an educational panel –Women are living longer. Are you prepared? The Burlingame Chamber Women’s
Commentary on “Robin Williams’ Estate Plan Spares His Heirs a Lot of Drama” California has very specific probate laws and having a will alone is not sufficient to avoid
As trustee of your revocable trust, you have the right to take assets in and out of your revocable trust. Most likely, one of those assets
Do you have a spouse who is a non-U.S. citizen? If so, you may need a special type of trust. The federal government provides U.S. citizens
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