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Can a family member challenge a trustee’s appointment?

May 9, 2025 by admin

The question of whether a family member can challenge a trustee’s appointment is a surprisingly common one for estate planning …

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Can a CRT Support Unrestricted Giving to a Named Program?

May 9, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …

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Can a CRT support different charities over time?

May 9, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income during their lifetime, and …

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Can a CRT serve as a buffer between business wind-down and legacy giving?

May 9, 2025 by admin

The question of whether a Charitable Remainder Trust (CRT) can effectively bridge the gap between winding down a business and …

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Can a CRT remainder create a revolving loan fund?

May 9, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets, receive income for a period …

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Can a CRT Receive Qualified Small Business Stock?

May 9, 2025 by admin

Complex trusts, like Charitable Remainder Trusts (CRTs), offer a compelling way to achieve both charitable giving and potential tax benefits. …

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Can a CRT Qualify for a State-Level Charitable Deduction?

May 9, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …

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Can a CRT Qualify for a Step-Up in Basis on Death?

May 8, 2025 by admin

The question of whether assets held within a Charitable Remainder Trust (CRT) qualify for a step-up in basis upon the …

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Can a CRT provide alternative income disbursement based on inflation levels?

May 8, 2025 by admin

Community Property Trusts (CRTs), while powerful tools in estate planning, aren’t inherently designed with automatic inflation adjustments to income disbursements. …

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Can a CRT pay for financial education programs after termination?

May 8, 2025 by admin

The question of whether a Community Responsive Trust (CRT) can continue to fund financial education programs *after* the trust’s original …

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  • Can a family member challenge a trustee’s appointment?
  • Can a CRT Support Unrestricted Giving to a Named Program?
  • Can a CRT support different charities over time?

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