Can I include career coaching as part of trust benefits?
The question of incorporating career coaching as a benefit within a trust is increasingly relevant, particularly as wealth transfer evolves …
Point Loma Estate Planning Law
Can I reward philanthropic behavior through the trust?
Absolutely, a trust can be a powerful vehicle to incentivize and reward philanthropic behavior, not just for the current generation, …
Can a trust be structured to limit environmental impact?
The concept of intentionally designing a trust to prioritize and limit environmental impact is gaining traction as individuals increasingly seek …
Can I direct the trust to hold long-term treasury bonds?
As an estate planning attorney in San Diego, I frequently encounter questions about investment flexibility within trusts, and the ability …
Can I give a portion of my estate to a non-profit cooperative?
Absolutely, you can designate a portion of your estate to a non-profit cooperative, but it requires careful planning and understanding …
Can a CRT Provide Income to a Family Foundation Temporarily?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, often utilized by high-net-worth individuals looking to benefit both loved ones …
Can a CRT pay income to a trust instead of an individual?
The question of whether a Charitable Remainder Trust (CRT) can distribute income to another trust, rather than directly to an …
Can a CRT own high-yield municipal bonds?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …
Can a CRT mandate outcome-based funding to the recipient charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can a CRT integrate with fintech tools for monitoring performance?
Community Reinvestment Trusts (CRTs), increasingly utilized as vehicles for impact investing and community development, are seeing a surge in demand …