Can the CRT terminate if the trustee is found in breach of fiduciary duty?
Community Property Trusts (CPTs), or Community Property Trusts (CRTs) as they are often referred to, are powerful estate planning tools …
Point Loma Estate Planning Law
Can the CRT reward high-performing charities with additional grants?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools, and while their primary function isn’t direct grant-making to reward performance, …
Can the CRT mandate beneficiary compliance with governance best practices?
Community Revocable Trusts (CRTs), a specialized type of trust often employed by individuals seeking asset protection and estate planning solutions, …
Can the CRT include instructions for publishing a named scholarship?
Certainly, a Carefully Crafted Revocable Trust (CRT) can absolutely include instructions for establishing and funding a named scholarship. In fact, …
Can the CRT fund a donor-curated online archive of philanthropic activity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, offering tax benefits to donors while supporting chosen charities. However, the …
Can the CRT be designed to maximize Qualified Charitable Distributions (QCDs)?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …