Can I allocate funds for eco-friendly burial arrangements?
The increasing awareness of environmental impact extends even to end-of-life decisions, leading many to explore eco-friendly burial options, and yes, …
Point Loma Estate Planning Law
Can a CRT income stream be redirected to a nonprofit during economic hardship?
Charitable Remainder Trusts (CRTs) offer a powerful tool for wealth transfer and current income, but life throws curveballs, and economic …
Can I use a testamentary trust if I live abroad?
For U.S. citizens and residents living abroad, establishing a testamentary trust—a trust created through a will—presents unique considerations, but is …
Can a bypass trust be required to publish an annual beneficiary report?
The question of whether a bypass trust—also known as a credit shelter trust—is required to publish an annual beneficiary report …
Can I use biometric identity checks for high-value disbursements?
The question of incorporating biometric identity checks for high-value disbursements is gaining traction as fraud and identity theft continue to …
Can the CRT support social justice grantmaking in perpetuity through a field-of-interest fund?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools offering tax benefits to donors while simultaneously supporting charitable causes. The …
Can the CRT remainder fund a micro-grant program?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while receiving an income …
Can the CRT limit support to programs within a specific zip code?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can the CRT include an emergency withdrawal clause for extreme need?
Community Property Trusts (CRTs), while designed for long-term asset management and distribution after one or both spouses pass away, aren’t …
Can the CRT distribute income to a charitable remainder annuity trust in succession?
The question of whether a Charitable Remainder Trust (CRT) can distribute income to a Charitable Remainder Annuity Trust (CRAT) in …