Can the CRT support curriculum development at a designated school?
Community Reinvestment Trusts (CRTs), while traditionally focused on financial tools for community benefit, are increasingly exploring avenues for broader impact, …
Point Loma Estate Planning Law
Can the CRT pay income to a qualified pension plan?
Complex trusts, like Charitable Remainder Trusts (CRTs), offer sophisticated estate planning tools, and the question of whether a CRT can …
Can the CRT include non-financial legacy documentation (letters, memoirs)?
Community Property Trusts (CPTs), often utilized in California and other community property states, are powerful estate planning tools designed to …
Can the CRT fund a museum wing or gallery space in my name?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools offering both tax benefits and the satisfaction of supporting causes you …
Can the CRT be tied to a beneficiary’s academic performance?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools designed to provide income to a beneficiary (or beneficiaries) for a …
Can the court override the terms of a testamentary trust?
Testamentary trusts, created within a last will and testament, are powerful tools for managing and distributing assets after someone’s passing. …