Can the CRT limit support to programs within a specific zip code?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their flexibility regarding geographic limitations on charitable support is a …
Wildomar Estate Planning
Can the CRT be designed to generate grant reports after disbursement?
Community Reinvestment Trusts (CRTs), while primarily focused on facilitating charitable giving and impact investing, *can* be designed to generate grant …
What makes a trust legally enforceable?
A trust, at its core, is a legally binding arrangement where one party, the grantor, transfers assets to a trustee, …
Can a special needs trust include eco-friendly product clauses?
Absolutely, a special needs trust can, and increasingly should, incorporate clauses addressing the purchase of eco-friendly products, aligning with the …
Can estate planning help me avoid probate?
Probate is the legal process of administering an estate after someone passes away, and it can be a lengthy, costly, …