Can I name a rotating board of advisors to review the CRT’s social impact?
Establishing a Charitable Remainder Trust (CRT) is a significant step in philanthropic planning, allowing individuals to support causes they care …
San Diego County
Can I name a family council to advise the trustee?
Establishing a family council to advise a trustee is a frequently asked question in estate planning, particularly when dealing with …
Can I name a charity as a partial remainder beneficiary of a bypass trust?
The question of whether you can name a charity as a partial remainder beneficiary of a bypass trust – also …
Can I mandate the use of green building practices for trust-owned properties?
The question of mandating green building practices for properties held within a trust is multifaceted, requiring careful consideration of trust …
Can I mandate savings contributions by a beneficiary as a condition of trust payouts?
The question of whether you can mandate savings contributions by a beneficiary as a condition of receiving trust payouts is …
Can I mandate life coaching for young adult beneficiaries?
The question of whether you can mandate life coaching for young adult beneficiaries within a trust is a complex one, …
Can I mandate contributions to emergency savings accounts?
The question of mandating contributions to emergency savings accounts, particularly within the context of estate planning and trust creation, is …