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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, …
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 …