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 …
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 …
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, …
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 …