Can the trust allow for alternate trustees in the event of incapacity?
The question of successor trustees is paramount when establishing a trust, and particularly relevant for clients like those served by …
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Can the trust adopt a long-term horizon approach to investing?
The question of whether a trust can adopt a long-term horizon approach to investing is fundamental to effective estate planning, …
Can the surviving spouse live in a home owned by the bypass trust?
The question of whether a surviving spouse can live in a home owned by a bypass trust, also known as …
Can the CRT’s investments reflect religious or ethical values of the donor?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can the CRT support curriculum development at a designated school?
The question of whether a Charitable Remainder Trust (CRT) can support curriculum development at a designated school is complex, revolving …
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, …
Can the CRT include instructions for publishing a named scholarship?
Creating a lasting legacy extends beyond simply distributing assets; many individuals desire to impact future generations through education. A Charitable …
Can the CRT require the charity to fundraise matching gifts after receiving the remainder?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can the CRT invest in green bonds or climate-aligned funds?
Community Reinvestment Trusts (CRTs), while primarily focused on local economic development and affordable housing, are increasingly exploring avenues for socially …
Can the CRT include dispute resolution guidelines for trustee or charity disagreements?
Community Reinvestment Trusts (CRTs), while primarily focused on directing charitable funds, absolutely can, and often *should*, include dispute resolution guidelines …