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 …
Point Loma Estate Planning Law
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 …
Can a CRT be used to offset income spikes from selling rental property?
The sale of rental property often triggers a significant income tax liability due to capital gains taxes and potential depreciation …