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, …
Point Loma Estate Planning Law
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 …
Can a CRT be used as an alternative to direct gifts during my lifetime?
For many individuals with substantial assets, the desire to support loved ones or charitable organizations is strong, yet they may …