Can a no-contest clause prevent a beneficiary from challenging my will?
Estate planning, while often focused on the distribution of assets, also involves anticipating potential disputes. A crucial tool in discouraging …
Can a CRT work in tandem with a succession plan for nonprofit leadership?
The question of whether a Charitable Remainder Trust (CRT) can effectively work alongside a succession plan for nonprofit leadership is …
Can a CRT support mission-related investments prior to full remainder transfer?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …
Can a CRT support capital campaigns of a specific charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, enabling individuals to donate assets, receive income during their lifetime, and …
Can a CRT require annual visits by the charity to trust-managed property?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but they come with specific rules and requirements to maintain their …
Can a CRT reduce taxes when selling concentrated stock positions?
Concentrated stock positions, often accumulated through years of employment or company ownership, present unique estate planning and tax challenges. Many …
Can a CRT Receive Future Contributions?
The question of whether a Charitable Remainder Trust (CRT) can receive future contributions is a common one for individuals considering …
Can a CRT use offshore investments legally?
Complex trusts, like Charitable Remainder Trusts (CRTs), offer sophisticated estate planning tools, but their use of offshore investments necessitates careful …
Can a CRT Support Journalism Focused on Civic Engagement?
Community Reinvestment Trusts (CRTs), while typically associated with real estate and economic development, possess a surprising capacity to bolster journalism …
Can a CRT support capital campaigns of a specific charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to a charity while retaining …