Can I prohibit trustee investment in AI or emerging tech sectors?
As an estate planning attorney in San Diego, I often encounter clients with specific ethical or philosophical concerns regarding how …
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Can I name my trust as a beneficiary on insurance policies?
Yes, you absolutely can name your trust as a beneficiary on insurance policies, and in many estate planning scenarios, it’s …
Can I name a trust company as a co-trustee?
Yes, you absolutely can name a trust company as a co-trustee, and it’s becoming increasingly common, especially in complex estate …
Can a CRT be used for long-term tax planning across generations?
Complex estate planning often involves navigating intricate tax laws to ensure wealth preservation for future generations. Charitable Remainder Trusts (CRTs) …
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 …
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 …