Can the CRT enforce charitable transparency requirements post-termination?
The question of whether a Charitable Remainder Trust (CRT) can enforce charitable transparency requirements after its termination is complex, hinging …
Can the CRT enforce charitable transparency requirements post-termination?
The California Attorney General’s Registry of Charitable Trusts (CRT) holds a unique and lasting power, extending even beyond the formal …
Can I use a CRT as a transition tool for social impact enterprises?
Community Reinvestment Trusts (CRTs) are gaining traction as innovative financial tools, and their potential application to social impact enterprises—businesses intentionally …
What happens if my trust is found to be invalid?
A trust, a cornerstone of estate planning, is a legal arrangement where one party (the grantor) transfers assets to another …
Can I name a corporate trustee?
Yes, you absolutely can name a corporate trustee, and in many situations, it’s a very prudent and beneficial decision when …
Can I freeze distributions during internal family investigations?
Navigating family dynamics, especially concerning finances and inheritance, can be incredibly complex, and the question of temporarily halting distributions during …
Can I limit access to principal until multiple trustees agree on a request?
Yes, you absolutely can limit access to principal within a trust until multiple trustees agree on a request, and this …
Can I put my digital life (email, photos, etc.) into a trust?
The question of incorporating digital assets – emails, photos, social media accounts, cryptocurrency, and other online accounts – into estate …
Can I include milestones in a special needs trust to encourage independence?
Absolutely, incorporating milestones within a special needs trust is not only permissible but often highly beneficial in fostering independence and …
Can the trust pay for event access fees, such as disability expos?
The question of whether a trust can pay for event access fees, like those for disability expos, is a common …