What’s the difference between a land trust and a revocable trust?
Both land trusts and revocable trusts are estate planning tools used to manage assets, but they serve distinctly different purposes …
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Can a CRT ensure annual updates to the donor’s family on remainder usage?
A Charitable Remainder Trust (CRT) is a powerful estate planning tool that allows donors to receive income during their lifetime, …
Can I allocate separate funds for emergencies within the trust?
Establishing a trust is a powerful tool for managing assets and ensuring your wishes are carried out, but many clients …
Can the CRT hold agricultural land in trust for stewardship before sale?
Charitable Remainder Trusts (CRTs) can indeed hold agricultural land, offering a unique avenue for stewardship while planning for eventual sale, …
Can I include life coaching or mentorship funding in the trust plan?
The question of incorporating funding for life coaching or mentorship within a trust is increasingly common as individuals recognize the …
Can the trust adopt a long-term horizon approach to investing?
Absolutely, a thoughtfully designed trust can and often *should* adopt a long-term horizon approach to investing, allowing for potentially significant …
Can I require the trustee to publish annual financial summaries?
As a San Diego estate planning attorney, I frequently encounter questions about trustee accountability, and whether beneficiaries have the right …
Can a CRT be designed to comply with international philanthropic laws?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can I use a CRT to satisfy a charitable pledge?
Charitable Remainder Trusts (CRTs) offer a sophisticated method for fulfilling substantial charitable pledges, potentially providing significant tax benefits to the …
Can a trust include a social equity clause for vendor selection?
Absolutely, a trust can indeed include a social equity clause for vendor selection, reflecting the growing trend of socially responsible …