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 …
Escondido Estate Planning
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 …