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Point Loma Estate Planning Law

Can a CRT be funded with personal property like collectibles or jewelry?

May 8, 2025 by admin

Community Property Trusts (CRTs) in California, and specifically as practiced by attorneys like Ted Cook in San Diego, are powerful …

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Can a CRT be designed to mimic private foundation distribution policies?

May 8, 2025 by admin

Charitable Remainder Trusts (CRTs) and private foundations both serve philanthropic goals, but operate under different legal and tax frameworks. While …

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Can a CRT be created to co-fund research with a university?

May 8, 2025 by admin

Charitable Remainder Trusts (CRTs) are versatile estate planning tools, but their application to co-funding university research requires careful consideration. While …

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Can a CRT Allow Limited Charitable Project Funding Before Termination?

May 8, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools that offer significant tax benefits while allowing individuals to support their …

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Can a court access assets in an irrevocable trust?

May 8, 2025 by admin

The question of whether a court can access assets held within an irrevocable trust is a complex one, deeply rooted …

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