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 …
Point Loma Estate Planning Law
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 include a reporting template for annual charitable activity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can a CRT help balance philanthropic and family inheritance goals?
Charitable Remainder Trusts (CRTs) offer a powerful, yet often underutilized, strategy for individuals seeking to reconcile their desire to support …
Can a CRT fund a revolving loan fund managed by a nonprofit?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a specified period, …
Can a CRT distribute income through a spendthrift clause?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, offering both income tax benefits and the ability to provide for …
Can a CRT be used to transition ownership of a family business?
The question of whether a Charitable Remainder Trust (CRT) can be used to transition ownership of a family business is …