Does a move across state lines affect the trust’s validity?
The question of whether a move across state lines impacts a trust’s validity is a common concern for individuals who …
Point Loma Estate Planning Law
Can I donate partnership interests to a charitable remainder trust?
Yes, you can donate partnership interests to a charitable remainder trust (CRT), but it’s a complex transaction with specific requirements …
Can I assign performance benchmarks for trust-owned businesses?
Establishing performance benchmarks for businesses held within a trust is not only possible but often crucial for effective management, beneficiary …
Can I restrict trust funds from being used for gambling or addictions?
The question of controlling how beneficiaries utilize trust funds, specifically preventing use for potentially harmful behaviors like gambling or addiction, …
Can I mandate environmental audits for trust-owned land?
As a fiduciary with Ted Cook, an Estate Planning Attorney in San Diego, understanding the responsibilities surrounding trust-owned land extends …
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 …
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 …