Can I mandate that the CRT funds not be used for capital campaigns?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining income for …
San Diego County
Can I mandate quarterly family updates for distributions?
The question of whether you can mandate quarterly family updates as a condition for distributions from a trust is a …
Can I mandate heirs meet annually in-person or virtually?
The question of whether you can mandate annual meetings of your heirs, either in-person or virtually, within your estate plan …
Can I mandate co-investment from the charity alongside the CRT’s remainder?
The question of whether you can mandate co-investment from a charity alongside a Charitable Remainder Trust’s (CRT) remainder is a …
Can I make the bypass trust subject to the laws of a specific jurisdiction?
The question of whether a bypass trust—a critical component of many estate plans designed to minimize estate taxes—can be subject …
Can I make part of the trust contingent on sobriety or recovery progress?
The question of whether you can incorporate conditions related to sobriety or recovery progress into a trust is a complex …
Can I make inheritance contingent on debt repayment?
The question of whether you can make an inheritance contingent on debt repayment is a surprisingly common one for estate …