What happens if all trustees resign or become incapacitated?
The simultaneous resignation or incapacitation of all trustees presents a serious challenge to the administration of a trust, potentially leading …
Point Loma Estate Planning Law
Can a CRT be used as a contingent beneficiary if another trust fails?
The question of whether a Charitable Remainder Trust (CRT) can serve as a contingent beneficiary when another trust fails is …
Can I avoid capital gains by using a testamentary trust?
The question of avoiding capital gains tax through a testamentary trust is a common one for individuals concerned with preserving …
Can I fund a family travel grant through my estate?
Yes, you absolutely can fund a family travel grant through your estate plan, and it’s a surprisingly common and fulfilling …
How do I include personal effects in my trust?
Planning for the distribution of personal property – those cherished items beyond significant financial assets – is a crucial, yet …
Can a CRT provide emergency financial support during its term?
Complex trusts, such as Charitable Remainder Trusts (CRTs), are powerful estate planning tools designed to provide income to beneficiaries while …
Can a CRT pay income to a trust for my minor child?
The question of whether a Charitable Remainder Trust (CRT) can pay income to a trust established for a minor child …
Can a CRT own equity in cooperative businesses?
Community Reinvestment Trusts (CRTs), a fascinating vehicle gaining traction in impact investing, present unique considerations when it comes to ownership …
Can a CRT make payments in kind rather than cash?
Community Reinvestment Trusts (CRTs) are increasingly utilized as a mechanism for fulfilling community benefit obligations, often stemming from regulatory approvals …
Can a CRT integrate digital dashboards for donor oversight?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing donors to receive income for a specified period, with the …