Can the CRT enforce charitable transparency requirements post-termination?
The question of whether the California Regulatory Transparency (CRT) can enforce charitable transparency requirements after a trust has been terminated …
Point Loma Estate Planning Law
What happens if my trust is found to be invalid?
A trust, a cornerstone of estate planning, can be a powerful tool for managing and distributing assets, but its effectiveness …
Can I freeze distributions during internal family investigations?
Navigating family dynamics around wealth can be incredibly complex, and the question of pausing distributions during an internal investigation is …
Can I require proof of financial hardship for early principal access?
As an estate planning attorney in San Diego, I frequently encounter clients grappling with the complexities of trusts, particularly those …
Can I create multiple layers of trustees with different responsibilities?
The concept of layering trustees, establishing a system where different trustees handle specific aspects of trust administration, is not only …
Can a grandparent fund a special needs trust?
The question of whether a grandparent can fund a special needs trust is a common one for families looking to …
Can a CRT use beneficiary data to improve charitable targeting?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can a CRT support innovation challenges or competitions hosted by a charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their use extends beyond simply providing income to beneficiaries. A …
Can a CRT Support an Alumni Program at a School or College?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools, often associated with significant gifts to established charities. However, their application …
Can a CRT require that the charity not invest its endowment in fossil fuels?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to a charity while receiving income …