Can a CRT integrate with fintech tools for monitoring performance?
Certainly, a Charitable Remainder Trust (CRT) can and increasingly *does* integrate with fintech tools for enhanced performance monitoring, offering a …
Point Loma Estate Planning Law
Can I assign trustees with limited investment powers?
The question of whether you can assign trustees with limited investment powers is a common one in estate planning, and …
Can I put family heirlooms in the trust with instructions?
Yes, you absolutely can, and often should, include family heirlooms within your trust, complete with detailed instructions for their distribution …
Can I use the trust to promote environmental or ethical values?
Absolutely, a trust can be a powerful tool to promote environmental or ethical values, extending your legacy beyond mere financial …
Can a trust include a clause for intergenerational co-housing support?
Absolutely, a trust can, and increasingly *should*, include a clause for intergenerational co-housing support, reflecting a growing desire for family …
Can I receive an upfront tax deduction before funding the CRT?
The question of whether you can receive an upfront tax deduction before funding a Charitable Remainder Trust (CRT) is a …
Can I put my house in the trust?
The question of transferring property, specifically a house, into a trust is a remarkably common one for Ted Cook, a …
Can I Provide Performance Incentives for Trustees?
The question of whether you can provide performance incentives for trustees is surprisingly complex, deeply rooted in the legal and …
Can I provide for the creation of a family logo or brand via trust funds?
The question of whether trust funds can be used to establish and maintain a family logo or brand is surprisingly …
Can I provide different inheritance shares to children from different marriages?
The question of whether you can provide different inheritance shares to children from different marriages is a common one for …