Can a CRT be used to accomplish impact investing goals?
Charitable Remainder Trusts (CRTs) are frequently associated with traditional investment strategies – securing income for beneficiaries while providing a future …
Can I create a testamentary trust for non-family members?
Yes, you absolutely can create a testamentary trust for non-family members; while often associated with family inheritance, testamentary trusts—created within …
Can a trust be used to support legacy planning and ethical wills?
Absolutely, a trust is a powerful tool not only for managing assets but also for facilitating legacy planning and the …
Can I require conflict resolution workshops for the family?
Planning for the future isn’t solely about assets; it’s about the people those assets will ultimately impact, and proactively addressing …
Can I allow for dynamic reallocation of assets based on changing family needs?
The question of whether you can dynamically reallocate assets within a trust to adapt to evolving family needs is a …
Can a trust guarantee down payments for home purchases?
The question of whether a trust can guarantee down payments for home purchases is complex, and the answer isn’t a …
Can I fund a CRT with restricted stock?
Charitable Remainder Trusts (CRTs) offer a compelling way to support your favorite charities while potentially reducing your current tax liability …
Can my trust receive money from a life insurance payout?
Yes, your trust can absolutely receive money from a life insurance payout, and it’s a common and often advantageous estate …
Can I use a CRT to satisfy a charitable pledge?
Charitable Remainder Trusts (CRTs) offer a sophisticated method for fulfilling significant charitable pledges while simultaneously providing income to the donor, …
Can a revocable trust reduce family conflict after my death?
A revocable trust is often presented as a tool for managing assets, but its impact extends far beyond mere financial …