Can a CRT be used for long-term tax planning across generations?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that can indeed be leveraged for long-term tax planning spanning multiple …
Escondido Estate Planning
Can I set charitable contribution requirements for beneficiaries?
Yes, it is absolutely possible to incorporate charitable contribution requirements for your beneficiaries within the framework of a living trust, …
Can a CRT support innovation challenges or competitions hosted by a charity?
Community Reinvestment Trusts (CRTs) are increasingly being explored as mechanisms to support charitable endeavors, and their potential to fund innovation …
Can I make provisions for cryptocurrency in my estate plan?
The increasing prevalence of digital assets like Bitcoin, Ethereum, and other cryptocurrencies presents new challenges and opportunities for estate planning, …
Can the trust sponsor community garden plots for therapeutic activity?
Establishing community garden plots sponsored by a trust, specifically for therapeutic activity, is not only permissible but can be a …