Can I reward peer-reviewed innovations among descendants?
The question of incentivizing innovation among descendants through estate planning is a fascinating and increasingly relevant one, particularly as wealth …
Can I use the trust to fund psychological assessments for legacy planning?
The question of whether a trust can fund psychological assessments for legacy planning is increasingly relevant as estate planning evolves …
Can I make a family mission statement legally binding within the trust?
The idea of embedding a family mission statement directly *into* a trust is intriguing, and increasingly popular as families seek …
Can a family member challenge a trustee’s appointment?
The question of whether a family member can challenge a trustee’s appointment is a surprisingly common one for estate planning …
Can a CRT Support Unrestricted Giving to a Named Program?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can a CRT support different charities over time?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income during their lifetime, and …
Can a CRT serve as a buffer between business wind-down and legacy giving?
The question of whether a Charitable Remainder Trust (CRT) can effectively bridge the gap between winding down a business and …
Can a CRT remainder create a revolving loan fund?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets, receive income for a period …
Can a CRT Receive Qualified Small Business Stock?
Complex trusts, like Charitable Remainder Trusts (CRTs), offer a compelling way to achieve both charitable giving and potential tax benefits. …
Can a CRT Qualify for a State-Level Charitable Deduction?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …