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 …
Escondido Estate Planning
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 …