What do I do if something goes wrong with my will?
The manila envelope sat heavy on Martha’s kitchen table, its contents a ticking time bomb of uncertainty. Her brother Michael …
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Can I restrict the trust from investing in high-risk emerging markets?
As an estate planning attorney in San Diego, I frequently encounter questions about customizing trust investments to align with a …
Can I condition real estate usage on compliance with environmental regulations?
As a San Diego estate planning attorney, Ted Cook frequently encounters situations where property owners seek to ensure responsible land …
Can I restrict trustee discretion?
The question of whether you can restrict trustee discretion is a frequent one for those establishing trusts, and the answer …
What is the main purpose of a living trust?
A living trust, formally known as a revocable living trust, is a powerful estate planning tool designed to manage your …
Can I use a CRT to enable charitable investment in social impact bonds?
Charitable Remainder Trusts (CRTs) present a fascinating, though complex, avenue for individuals interested in both charitable giving and impact investing, …
Can a CRT pay for professional trustee evaluation services?
The question of whether a Charitable Remainder Trust (CRT) can pay for professional trustee evaluation services is a common one, …
Can a CRT Own Conservation Easements?
Conservation easements are powerful tools for both landowners seeking tax benefits and for preserving valuable natural resources. Charitable Remainder Trusts …
Can a CRT invest in income-producing limited partnerships?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income during their lifetime, and …
Can a CRT include moral clauses for terminating a charity’s eligibility?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …