Can a CRT be structured to pay trustee bonuses based on ethical benchmarks?
Complex trusts, such as Charitable Remainder Trusts (CRTs), are powerful estate planning tools, but structuring trustee compensation, particularly with performance-based …
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Can a CRT be part of a blended charitable estate plan?
The question of whether a Charitable Remainder Trust (CRT) can be integrated into a blended charitable estate plan is increasingly …
Can a CRT be funded by a family limited partnership?
The question of whether a Charitable Remainder Trust (CRT) can be funded by a family limited partnership (FLP) is a …
Can a CRT be designed to comply with international philanthropic laws?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can a CRT Avoid Probate?
The question of whether a Community Property Trust (CRT) can avoid probate is a common one for Californians, and particularly …
Can a court intervene in trust matters?
Trusts, often lauded for their ability to manage assets and provide for beneficiaries outside of probate, aren’t entirely immune to …
Can a Corporate Trustee be Replaced?
The question of whether a corporate trustee can be replaced is a common one, particularly in San Diego where trust …
Can a charitable remainder trust include environmental or ethical investment guidelines?
The question of incorporating environmental, social, and governance (ESG) factors—or ethical investment guidelines—into a Charitable Remainder Trust (CRT) is becoming …
Can a charitable remainder trust be established by a corporation?
The question of whether a corporation can establish a charitable remainder trust (CRT) is a nuanced one, and the answer …
Can a bypass trust support the creation of a family archive or history project?
The question of whether a bypass trust can support a family archive or history project is a nuanced one, deeply …