Can a charitable remainder trust include environmental or ethical investment guidelines?
Yes, a charitable remainder trust (CRT) can absolutely include environmental, social, and governance (ESG) – or ethical – investment guidelines, …
Can the trust restrict lobbying activity by the beneficiary charity?
Yes, a trust *can* restrict lobbying activity by the beneficiary charity, though the legality and enforceability of such restrictions are …
Can I mandate quarterly reports from trustees?
As a trustee, understanding your rights and responsibilities, and those of the beneficiary, is paramount to a successful trust administration, …
Can a bypass trust mandate the creation of legacy projects?
The question of whether a bypass trust can mandate the creation of legacy projects is multifaceted, blending estate planning law …
Can the CRT include a grant review committee appointed by the donor?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets to a trust, receive an …
Can I require conditions before distributions are made?
The short answer is a resounding yes, you absolutely can require conditions before distributions are made from a trust, and …
Can I set up staggered distributions for my children?
Yes, you absolutely can set up staggered distributions for your children, and it’s a remarkably common and wise estate planning …
Can I mandate quarterly reports from trustees?
As a California resident, navigating the complexities of trust administration requires careful consideration, and the question of whether you can …
Can a bypass trust mandate the creation of legacy projects?
The question of whether a bypass trust can mandate the creation of legacy projects is a fascinating intersection of estate …
Can I require trustee succession planning within the trust document?
Absolutely, proactively planning for trustee succession is not only possible but is a highly recommended practice within comprehensive trust documents, …