Can I establish a private fund for heirs’ future charitable interests?
Establishing a private fund for heirs’ future charitable interests is indeed possible and growing in popularity, offering a unique blend …
Wildomar Estate Planning
Can a CRT be tied to the donor’s ESG investing preferences?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can the trust provide funding for weather-resilient housing retrofits?
The question of whether a trust can provide funding for weather-resilient housing retrofits is increasingly relevant as climate change impacts …
Can a trust be created for a couple but split later?
Yes, a trust created for a couple can absolutely be split later, although the process isn’t always straightforward and depends …
Can I require that a CRT support a donor-designated field of interest fund?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …