Can a Family Member be the Trustee?
The question of whether a family member can serve as trustee of a trust is incredibly common, and the answer …
Point Loma Estate Planning Law
Can a CRT Support Unrestricted Giving to a Named Program?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …
Can a CRT Support Emergency Response Infrastructure for Nonprofit Organizations?
Charitable Remainder Trusts (CRTs) are often viewed as sophisticated estate planning tools for individual donors, but their potential to bolster …
Can a CRT support a nonprofit media outlet?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can a CRT remainder support a charitable mentorship program?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income during their lifetime, and …
Can a CRT Receive Proceeds From a Qualified Opportunity Zone Investment?
The intersection of Charitable Remainder Trusts (CRTs) and Qualified Opportunity Zone (QOZ) investments is a complex area of estate planning, …