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Point Loma Estate Planning Law

Can the CRT support social justice grantmaking in perpetuity through a field-of-interest fund?

May 11, 2025 by admin

Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools offering tax benefits to donors while simultaneously supporting charitable causes. The …

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Can the CRT remainder fund a micro-grant program?

May 11, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while receiving an income …

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Can the CRT limit support to programs within a specific zip code?

May 11, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …

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Can the CRT include an emergency withdrawal clause for extreme need?

May 11, 2025 by admin

Community Property Trusts (CRTs), while designed for long-term asset management and distribution after one or both spouses pass away, aren’t …

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Can the CRT distribute income to a charitable remainder annuity trust in succession?

May 10, 2025 by admin

The question of whether a Charitable Remainder Trust (CRT) can distribute income to a Charitable Remainder Annuity Trust (CRAT) in …

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Can the CRT allow for media coverage restrictions during remainder disbursement?

May 10, 2025 by admin

A Charitable Remainder Trust (CRT) is a powerful estate planning tool, allowing individuals to donate assets to charity while receiving …

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Recent Posts

  • Can the trust be structured to create annual competitions or awards for heirs?
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