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 …
Point Loma Estate Planning Law
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 …
Can the CRT Enforce Charitable Transparency Requirements Post-Termination?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …
Can the CRT be designed to generate grant reports after disbursement?
Community Reinvestment Trusts (CRTs), increasingly popular tools for charitable giving and impact investing, are frequently asked about regarding post-disbursement reporting …
Can the court intervene in a poorly managed trust?
Trusts, while powerful estate planning tools, aren’t immune to mismanagement or disputes. Many assume that once a trust is established, …