Can the CRT allow for media coverage restrictions during remainder disbursement?
Certainly, a Charitable Remainder Trust (CRT) can incorporate provisions restricting media coverage related to the disbursement of the remainder interest, …
Point Loma Estate Planning Law
Can I create a private family trust company through estate planning?
The establishment of a Private Family Trust Company (PFTC) is indeed a sophisticated estate planning strategy gaining traction among high-net-worth …
What is a payback provision?
A payback provision, often included in estate planning tools like irrevocable trusts, is a complex yet vital component for those …
Can a trust adjust for changing tax brackets of the beneficiary?
The ability of a trust to adjust for changing tax brackets of a beneficiary is a complex issue, dependent heavily …
What happens when a testamentary trust ends?
A testamentary trust, established within a will, is a powerful estate planning tool designed to manage assets for beneficiaries after …
Can I establish rotating disbursement privileges among co-beneficiaries?
The question of establishing rotating disbursement privileges among co-beneficiaries of a trust is a surprisingly common one, particularly within families …
Can I establish inheritance tiers based on civic metrics?
The concept of structuring inheritance tiers based on civic metrics—rewarding beneficiaries who demonstrate positive contributions to society—is a fascinating, though …
Can I establish a rolling admissions policy for new eligible beneficiaries?
The concept of a “rolling admissions” policy for trust beneficiaries—allowing individuals to qualify and begin receiving benefits at different times …
Can I establish a permanent charitable scholarship through my estate?
The desire to leave a lasting legacy through philanthropy is a powerful one, and establishing a permanent charitable scholarship through …
Can I establish a CRT to benefit a specific demographic within a charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, enabling donors to transfer assets, receive income during their lifetime, and …