Can a CRT make payments in kind rather than cash?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …
Can the trust allow early access to capital for charitable emergencies?
Establishing a trust offers a robust framework for managing assets, but the question of accessing those funds for unforeseen charitable …
Can a special needs trust fund collaborative art projects with other individuals with disabilities?
The question of whether a special needs trust (SNT) can fund collaborative art projects involving multiple individuals with disabilities is …
Can I make quarterly disbursements conditional on market performance?
The question of tying trust distributions to market performance is a common one, particularly for beneficiaries who are financially savvy …
Can the trust reimburse the surviving spouse for expenses?
Navigating the financial aftermath of a loved one’s passing can be incredibly complex, and a common question arises: can a …
Can the trust require court supervision of distributions over a threshold?
Yes, a trust can absolutely be designed to require court supervision of distributions exceeding a predetermined monetary threshold, offering an …
Can the CRT remainder be required to support free public programming?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for life (or a …
Can I limit trust investments to companies that align with family values?
The question of whether you can limit trust investments to companies that align with family values is becoming increasingly common …
Can the trust be used to purchase carbon offsets annually?
The question of whether a trust can be utilized to purchase carbon offsets annually is increasingly relevant as individuals and …
Can I create performance bonds for trustee responsibilities?
The question of whether performance bonds can be utilized for trustee responsibilities is complex, stemming from the unique fiduciary duties …