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Does a move across state lines affect the trust’s validity?

May 31, 2025 by admin

The question of whether a move across state lines impacts a trust’s validity is a common concern for individuals who …

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Can I donate partnership interests to a charitable remainder trust?

May 31, 2025 by admin

Yes, you can donate partnership interests to a charitable remainder trust (CRT), but it’s a complex transaction with specific requirements …

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Can I assign performance benchmarks for trust-owned businesses?

May 31, 2025 by admin

Establishing performance benchmarks for businesses held within a trust is not only possible but often crucial for effective management, beneficiary …

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Can I restrict trust funds from being used for gambling or addictions?

May 31, 2025 by admin

The question of controlling how beneficiaries utilize trust funds, specifically preventing use for potentially harmful behaviors like gambling or addiction, …

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Can I mandate environmental audits for trust-owned land?

May 31, 2025 by admin

As a fiduciary with Ted Cook, an Estate Planning Attorney in San Diego, understanding the responsibilities surrounding trust-owned land extends …

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Can a CRT help reduce state income taxes?

May 8, 2025 by admin

Community Property Trusts (CPTs), while often associated with California law, can indeed be a powerful tool for reducing state income …

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Can a CRT fund minority-serving institutions or tribal colleges?

May 8, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …

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Can a CRT ensure annual updates to the donor’s family on remainder usage?

May 8, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but the question of keeping a donor’s family informed about how …

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Can a CRT benefit a social enterprise structured as a hybrid entity?

May 8, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools often utilized by individuals wishing to support charitable causes while retaining …

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Can a CRT be used to preserve a historic property?

May 8, 2025 by admin

Conservation Restriction Trusts (CRTs), also known as preservation easements, are powerful tools extending beyond typical estate planning to encompass the …

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