How are disputes between trustees and beneficiaries resolved?
Disputes between trustees and beneficiaries are, unfortunately, quite common in the world of estate planning, and can range from simple …
Can I specify who receives sentimental personal property?
Estate planning often focuses on larger assets like real estate and financial accounts, but a significant portion of the emotional …
Does creating a trust now save money later?
The question of whether establishing a trust now translates to financial savings in the future is a common one for …
Can a Living Trust Hold a Life Insurance Policy?
The question of whether a living trust can hold a life insurance policy is a common one for individuals engaging …
Can a CRT use beneficiary data to improve charitable targeting?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can a CRT support innovation challenges or competitions hosted by a charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a specified period, …
Can a CRT Support an Alumni Program at a School or College?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools offering both financial benefits to the grantor and support for a …
Can a CRT require that the charity not invest its endowment in fossil fuels?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while receiving an …
Can a CRT receive real estate from a 1031 exchange transaction?
The question of whether a Charitable Remainder Trust (CRT) can receive real estate as part of a 1031 exchange transaction …
Can a CRT Qualify as a Split-Interest Trust for IRS Purposes?
The question of whether a Charitable Remainder Trust (CRT) qualifies as a split-interest trust for IRS purposes is a crucial …