Can I mandate that the CRT funds not be used for capital campaigns?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can I include management fees for specific advisors within the trust terms?
Yes, you absolutely can, and often should, include provisions for the payment of management fees for specific advisors within the …
Can the CRT be designed to maximize Qualified Charitable Distributions (QCDs)?
Absolutely, a Charitable Remainder Trust (CRT) can be strategically designed to maximize Qualified Charitable Distributions (QCDs), offering a powerful combination …
Can a testamentary trust help preserve farmland?
Farmland preservation is a growing concern as agricultural land faces pressure from development and economic forces; a testamentary trust can …
Can a special needs trust fund job readiness assessments?
The question of whether a special needs trust (SNT) can fund job readiness assessments is a common one for families …
Can I mandate that the CRT funds not be used for capital campaigns?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can a CRT distribute income through a spendthrift clause?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …
Can a testamentary trust pay estate debts?
The question of whether a testamentary trust can pay estate debts is a complex one, deeply intertwined with probate law …
What’s the easiest way to update my trust every year?
Maintaining a trust isn’t a “set it and forget it” endeavor; life changes, and your trust needs to reflect those …
Can I require my trustee to work with a specific law firm or advisor?
As a California resident considering estate planning, it’s natural to wonder about the level of control you retain even after …