Can a CRT Participate in Place-Based Philanthropy Strategies?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools, primarily known for providing income to beneficiaries with the remainder going …
Can I mandate co-investment from the charity alongside the CRT’s remainder?
The question of mandating co-investment from a charity alongside a Charitable Remainder Trust’s (CRT) remainder is complex, blending the principles …
Can I cap lifetime distributions from the trust to prevent overuse?
Establishing a trust is a significant step in securing your financial future and protecting your loved ones, but it’s equally …
Can I use a trust to fund diversity, equity, and inclusion initiatives?
Establishing a trust to specifically fund diversity, equity, and inclusion (DEI) initiatives is a growing trend, offering a structured and …
Can I assign family leaders to evaluate trust success annually?
The question of whether to assign family leaders to evaluate trust success annually is a common one for families establishing …
What happens if a minor inherits without a trust?
When a minor—someone under the age of 18—inherits property, the process becomes significantly more complex than if the inheritance went …
Can I mandate co-investment from the charity alongside the CRT’s remainder?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income during their lifetime, and …
Can I require quarterly beneficiary check-ins for updates?
Establishing a trust is a powerful tool for managing and distributing assets, but it’s not a “set it and forget …
Can I provide additional funds for beneficiaries who adopt or foster children?
The desire to support loved ones extends beyond simply ensuring their financial security; many individuals wish to incentivize or provide …
Can I structure the trust to prioritize education over other expenses?
Establishing a trust allows for a remarkable degree of control over how and when assets are distributed to beneficiaries, and …