Can a financial advisor manage assets in a testamentary trust?
The question of whether a financial advisor can manage assets within a testamentary trust is a common one, particularly for …
Point Loma Estate Planning Law
Can a CRT terminate early due to financial hardship of the beneficiary?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools designed to provide income to a non-charitable beneficiary for a set …
Can a CRT Support Food Security Initiatives in underserved areas?
Charitable Remainder Trusts (CRTs) are often perceived as tools for wealth transfer and income generation for the grantor, but their …
Can a CRT support annual charitable grants during the income term?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a specified term, …
Can a CRT require annual visits by the charity to trust-managed property?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to a trust, receive income for …