Can a mortgage stay on a property held in a trust?
The question of whether a mortgage can remain on a property transferred into a trust is a common one for …
San Diego County
Can a family constitution be part of the estate plan?
The question of whether a family constitution can be part of an estate plan is increasingly relevant as families seek …
Can a CRT Support Refugee Resettlement Initiatives?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools often utilized for philanthropic goals, but the question of whether they …
Can a CRT Support Charitable Programs Internationally?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that offer both tax benefits to the grantor and ongoing income …
Can a CRT require the charity to maintain a donor recognition plaque?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can a CRT remainder be earmarked for climate action programs?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can a CRT Qualify under the Taxpayer Certainty and Disaster Tax Relief Act?
The Taxpayer Certainty and Disaster Tax Relief Act of 2020 brought a wave of temporary provisions aimed at easing the …