Can I fund a bypass trust with life insurance proceeds?
Yes, you absolutely can fund a bypass trust—also known as an AB trust or credit shelter trust—with life insurance proceeds, …
Can I give my executor authority to donate unclaimed household property?
Navigating the complexities of estate administration often brings up questions about handling personal property, especially when dealing with items that …
Can I allocate different responsibilities to different trustees?
The question of whether you can allocate different responsibilities to different trustees is a common one, and the answer is …
Can a CRT be used to support access to clean water projects?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, often associated with traditional charitable giving like supporting universities or hospitals. …
Can a CRT be used to align charitable and environmental goals in a single plan?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools often utilized to benefit both the grantor – the person creating …
Can a CRT be terminated early by agreement of all parties?
Community Property Trusts (CRTs), while designed for longevity and estate planning benefits in California, aren’t immutable. The question of early …
Can a CRT be set up for a term of 20 years?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can a CRT be funded with a promissory note?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a period of …
Can a CRT be designed to include specific grantmaking instructions?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …
Can a CRT allow reallocation of funds based on public need indexes?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their flexibility regarding fund reallocation based on shifting public need …