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, …
Escondido Estate Planning
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 …