Can a CRT give preference to women-led or minority-led charities?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a period, and …
Can the CRT allow for media coverage restrictions during remainder disbursement?
A Charitable Remainder Trust (CRT) is a powerful estate planning tool that allows individuals to donate assets to a charity …
Can I create a private family trust company through estate planning?
Establishing a private family trust company (PFTC) is an increasingly popular, though complex, strategy within comprehensive estate planning, offering families …
Can a CRT remainder be earmarked for climate action programs?
Charitable Remainder Trusts (CRTs) offer a fascinating way to support causes you care about while potentially reducing your current tax …
Can I restrict asset transfers between irrevocable trusts?
Irrevocable trusts, by their very nature, present unique challenges when it comes to modifying their terms or moving assets, and …
What happens when a testamentary trust ends?
A testamentary trust, established within a last will and testament, is a powerful tool for managing assets after someone’s passing, …
Can a special needs trust pay for educational expenses?
Yes, a special needs trust can absolutely pay for educational expenses, but navigating the rules requires careful planning and understanding …
Can I link disbursements to benchmarks in career growth or entrepreneurship?
The question of linking financial outlays, or “disbursements,” to tangible progress in career advancement or entrepreneurial ventures is not merely …
Can a CRT remainder be earmarked for climate action programs?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income during …
Can a testamentary trust reward military service with bonus distributions?
Testamentary trusts, created through a will, offer a flexible way to distribute assets after someone passes away, and yes, they …