How do I prove I had mental capacity when signing the trust?
Establishing mental capacity at the time of signing a trust is a frequent concern for both trust creators and beneficiaries, …
Point Loma Estate Planning Law
Can I require the trust to provide startup seed funding?
The question of whether a trust can be compelled to provide startup seed funding is a complex one, heavily dependent …
Is the trust subject to gift tax rules?
The question of whether a trust is subject to gift tax rules is a surprisingly complex one, and the answer …
Can a trust include disaster resilience planning for beneficiaries?
The question of whether a trust can incorporate disaster resilience planning for beneficiaries is increasingly relevant in an era marked …
Can I set a cap on annual disbursements from the bypass trust?
The question of setting a cap on annual disbursements from a bypass trust, also known as a credit shelter trust …
Can a CRT help meet corporate ESG disclosure requirements?
In today’s business landscape, Environmental, Social, and Governance (ESG) factors are no longer peripheral concerns, but central to attracting investment, …
Can a CRT fund be managed as a socially responsible investment portfolio?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets, receive income for a term of …
Can a CRT distribute in-kind donations to the remainder charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income during their lifetime, and …
Can a CRT benefit a religious order or mission-based community?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, frequently utilized for individual charitable giving, but their application extends beyond …
Can a CRT be used to fund digital inclusion or internet access programs?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, often associated with traditional charitable giving like funding endowments or supporting …