Can the CRT trustee change the investment strategy mid-term?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while receiving an income …
San Diego County
Can the CRT require the charity to fundraise matching gifts after receiving the remainder?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can the CRT invest in green bonds or climate-aligned funds?
Community Reinvestment Trusts (CRTs) are increasingly exploring options to align investments with Environmental, Social, and Governance (ESG) factors, including a …
Can the CRT include an emergency withdrawal clause for extreme need?
Creating a robust estate plan is about more than simply dictating where assets go after one’s passing; it’s about ensuring …
Can the CRT defer disbursements if the recipient is incarcerated?
Community Revocable Trusts (CRTs) are powerful estate planning tools, offering flexibility in managing and distributing assets. However, life throws curveballs, …
Can the CRT allow for income reallocation to meet family care needs?
Complex trusts, particularly those structured as Charitable Remainder Trusts (CRTs), offer sophisticated estate planning tools, but their ability to directly …
Can the bypass trust support development of family intellectual property?
The question of whether a bypass trust can support the development of family intellectual property (IP) is a complex one, …