Can the CRT cover the costs of property insurance on trust-held assets?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools designed to provide income to beneficiaries with the remainder going to …
Point Loma Estate Planning Law
Can I assign different distribution rules to each trust beneficiary?
Absolutely, you can, and often *should*, assign different distribution rules to each trust beneficiary, reflecting your unique relationships, their individual …
Can I set minimum community service hours for eligibility?
As an estate planning attorney in San Diego, I frequently encounter clients interested in incentivizing positive behavior through their estate …
Can the trust support grief counseling for family trauma events?
Navigating the aftermath of a family trauma event is incredibly challenging, and many individuals wonder if their estate planning tools, …
Can a special needs trust be part of a living trust?
Absolutely, a special needs trust can, and often should, be integrated as a component within a larger, comprehensive living trust. …
Can a CRT be set up for a term of 20 years?
The question of whether a Charitable Remainder Trust (CRT) can be established for a term of 20 years is a …
Can a CRT be funded with personal property like collectibles or jewelry?
Community Property Trusts (CRTs) in California, and specifically as practiced by attorneys like Ted Cook in San Diego, are powerful …
Can a CRT be designed to mimic private foundation distribution policies?
Charitable Remainder Trusts (CRTs) and private foundations both serve philanthropic goals, but operate under different legal and tax frameworks. While …
Can a CRT be created to co-fund research with a university?
Charitable Remainder Trusts (CRTs) are versatile estate planning tools, but their application to co-funding university research requires careful consideration. While …
Can a CRT Allow Limited Charitable Project Funding Before Termination?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that offer significant tax benefits while allowing individuals to support their …