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 pay income to a business entity I control?
Complex trusts, particularly Charitable Remainder Trusts (CRTs), offer sophisticated estate planning tools, but navigating the rules surrounding distributions requires careful …
Can a CRT Operate Under Community Property Law in a Marital Estate Plan?
The question of whether a Charitable Remainder Trust (CRT) can effectively operate within the framework of community property law, particularly …
Can a CRT integrate with fintech tools for monitoring performance?
Community Reinvestment Trusts (CRTs) are increasingly recognized as powerful vehicles for impact investing, focusing on revitalizing underserved communities. While traditionally …
Can a CRT include environmental due diligence requirements for investments?
Community Reinvestment Trusts (CRTs) are increasingly utilized as vehicles for impact investing, aiming to deploy capital in underserved communities while …
Can a CRT hold real property under a conservation easement?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets, receive income during their lifetime, …
Can a CRT fund transitional housing for veterans?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can a CRT distribute in-kind donations to the remainder charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing donors to receive an immediate income tax deduction while supporting …