Can the CRT support capital reserve accounts for named charities?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a period (or …
San Diego County
Can the CRT mandate beneficiary compliance with governance best practices?
Complex trusts, particularly Charitable Remainder Trusts (CRTs), are powerful estate planning tools offering tax benefits and charitable giving opportunities. However, …
Can the CRT include non-financial legacy documentation (letters, memoirs)?
Creating a Comprehensive Revocable Trust (CRT) is often perceived as a solely financial undertaking, focused on asset distribution after one’s …
Can the CRT Enforce Charitable Transparency Requirements Post-Termination?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while receiving an income …
Can the CRT be designed to generate grant reports after disbursement?
Community Reinvestment Trusts (CRTs), while primarily focused on facilitating charitable giving and impact investing, absolutely can be designed to generate …
Can the court intervene in a poorly managed trust?
Trusts, while designed to provide stability and direction for assets, aren’t immune to mismanagement or disputes. Often individuals assume that …
Can the bypass trust support pet care costs for beneficiaries?
The question of whether a bypass trust can support pet care costs for beneficiaries is increasingly common, reflecting the deep …