Can a CRT be designed to include specific grantmaking instructions?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …
Can I direct proceeds to specific political causes?
The question of whether you can direct proceeds from your estate to specific political causes is complex, heavily influenced by …
How do I prove incapacity to activate a successor trustee?
Establishing incapacity to activate a successor trustee is a critical, yet often sensitive, process in estate planning, and requires careful …
Can a charitable remainder trust hold rental income property?
Yes, a charitable remainder trust (CRT) can indeed hold rental income property, offering a unique strategy for both financial benefit …
Can I allow pooled charitable donations to be made from multiple family bypass trusts?
The question of pooling charitable donations from multiple family bypass trusts is complex, requiring careful consideration of tax regulations, trust …
Can the CRT prevent certain charities from being future beneficiaries?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can the trust include funds for parenting support if the beneficiary has children?
Absolutely, a trust can, and often should, include provisions for parenting support if the beneficiary has, or may have in …
Can I create instructions for heirs on managing environmental risks with inherited property?
Inheriting property can be a blessing, but it also comes with potential responsibilities, including understanding and mitigating environmental risks. Often …
Can a trust require quarterly financial planning check-ins?
Absolutely, a trust can, and often should, require quarterly financial planning check-ins, ensuring its continued alignment with the grantor’s original …
Can a CRT own conservation easements?
Conservation easements, powerful tools for land preservation, present a unique intersection with Charitable Remainder Trusts (CRTs), requiring careful consideration for …