Can the CRT cover the costs of property insurance on trust-held assets?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …
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Can the CRT include a grant review committee appointed by the donor?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can the CRT distribute assets to the charity before the trust term ends?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can the CRT be combined with a qualified personal residence trust strategy?
The convergence of Charitable Remainder Trusts (CRTs) and Qualified Personal Residence Trusts (QPRTs) represents a sophisticated estate planning technique designed …
Can the bypass trust terminate early based on financial triggers?
The question of whether a bypass trust—a vital component of many estate plans designed to minimize estate taxes—can terminate early …
Can the bypass trust require succession training for future trustees?
The question of whether a bypass trust – also known as a credit shelter trust – can, and should, require …
Can the bypass trust require a majority vote of trustees for large investments?
The question of whether a bypass trust – also known as a credit shelter trust – can require a majority …
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While the technical aspects of estate planning often revolve around wills, trusts, and tax considerations, one key element that is …
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Who should have an estate plan?. For example, whole-life policies increase your cash value at a fixed rate, while universal …
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