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 …
Escondido Estate Planning
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 …
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 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 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 …