Can the CRT trustee be empowered to replace a non-performing charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …
Can the CRT reward high-performing charities with additional grants?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools, often utilized by philanthropically inclined individuals like those we assist here …
Can the CRT limit support to programs within a specific zip code?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …
Can the CRT include an ethical review board for the trustee?
Creating a Community Responsive Trust (CRT) that incorporates an ethical review board for the trustee is an increasingly relevant consideration …
Can the CRT distribute assets to the charity before the trust term ends?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools offering both income to the grantor and a future benefit to …
Can the CRT allow for media coverage restrictions during remainder disbursement?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while receiving an income …
Can the bypass trust support heirs pursuing entrepreneurial ventures?
The bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to shield assets …
Can the bypass trust support pet care costs for beneficiaries?
The question of whether a bypass trust can support pet care costs for beneficiaries is a surprisingly common one, especially …
Can the bypass trust serve as a collateral asset for family group insurance plans?
The question of whether a bypass trust can serve as a collateral asset for family group insurance plans is complex, …
Can the bypass trust require a beneficiary to reside in a particular country or state?
The question of whether a bypass trust—also known as a completed gift trust—can mandate a beneficiary’s residency in a specific …