Can a bypass trust support religious or faith-based education for beneficiaries?
Bypass trusts, also known as “B” trusts, are powerful estate planning tools designed to maximize the use of estate and …
Point Loma Estate Planning Law
Can the trust fund mobile-friendly online banking services for the beneficiary?
The question of whether a trust fund can facilitate mobile-friendly online banking for a beneficiary is increasingly relevant in our …
Can I assign a digital executor within the trust?
The question of whether you can assign a digital executor within your trust is becoming increasingly relevant as our lives …
Can I assign different investment strategies to different testamentary trusts?
The short answer is a resounding yes, you absolutely can assign different investment strategies to different testamentary trusts, and often, …
Can testamentary trusts operate across different legal jurisdictions?
Testamentary trusts, created through a will and taking effect upon death, present unique challenges when assets and beneficiaries are located …
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 …
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 …