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The San Diego sunshine felt particularly cruel that Tuesday morning as Maria received the news. Her father, Robert, a retired …
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The San Diego sun beat down on Maria’s shoulders as she scrolled through endless probate documents, a knot forming in …
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The warm San Diego sun filtered through the blinds as Amelia, a vibrant woman in her early forties, nervously tapped …
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Can a CRT make payments in kind rather than cash?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a period, and …
What level of financial disclosure can I legally require from beneficiaries?
As a grantor establishing a trust, it’s natural to want reassurance that distributions are being used responsibly, especially when those …
Can a testamentary trust be created through a handwritten will?
Testamentary trusts, established within a last will and testament, offer a powerful way to control asset distribution even after one’s …
Can I include guidelines for environmentally conscious investing in the trust?
Yes, absolutely you can include guidelines for environmentally conscious investing within your trust documents, and it’s becoming increasingly common as …
Can testamentary trusts operate across different legal jurisdictions?
Testamentary trusts, created through a will and taking effect after death, present unique challenges when the grantor, trustee, or beneficiary …
Can a CRT make payments in kind rather than cash?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …