Can a CRT Qualify for a Step-Up in Basis on Death?
The question of whether assets held within a Charitable Remainder Trust (CRT) qualify for a step-up in basis upon the …
Point Loma Estate Planning Law
Can a CRT provide alternative income disbursement based on inflation levels?
Community Property Trusts (CRTs), while powerful tools in estate planning, aren’t inherently designed with automatic inflation adjustments to income disbursements. …
Can a CRT pay for financial education programs after termination?
The question of whether a Community Responsive Trust (CRT) can continue to fund financial education programs *after* the trust’s original …
Can a CRT Own Copyrights or Music Royalties?
Community Property Trusts (CRTs), common estate planning tools utilized by attorneys like Ted Cook in San Diego, offer a unique …
Can a CRT involve donor advisory services post-establishment?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that offer tax benefits while providing income to the grantor or …
Can a CRT income stream be divided into tiers by priority?
The question of whether a Charitable Remainder Trust (CRT) income stream can be divided into tiers by priority is a …