Can a CRT help reduce state income taxes?
Community Property Trusts (CPTs), while often associated with California law, can indeed be a powerful tool for reducing state income …
Point Loma Estate Planning Law
Can a CRT fund minority-serving institutions or tribal colleges?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can a CRT ensure annual updates to the donor’s family on remainder usage?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but the question of keeping a donor’s family informed about how …
Can a CRT benefit a social enterprise structured as a hybrid entity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools often utilized by individuals wishing to support charitable causes while retaining …
Can a CRT be used to preserve a historic property?
Conservation Restriction Trusts (CRTs), also known as preservation easements, are powerful tools extending beyond typical estate planning to encompass the …
Can a CRT be used to accomplish impact investing goals?
Community Reinvestment Trusts (CRTs), while traditionally focused on local economic development, are increasingly being explored as vehicles to facilitate impact …