Can the surviving spouse disclaim assets into a bypass trust?
The question of whether a surviving spouse can disclaim assets into a bypass trust, also known as a B Trust …
Point Loma Estate Planning Law
Can the income payments increase over time in a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …
Can the CRT trustee change the investment strategy mid-term?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …
Can the CRT Support Capital Reserve Accounts for Named Charities?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can the CRT pay for trustee education or licensing costs?
The question of whether a Charitable Remainder Trust (CRT) can cover trustee education or licensing costs is a nuanced one, …