Can I establish bonus tiers based on self-reported emotional well-being scores?
The idea of tying employee bonuses to self-reported emotional well-being scores, while seemingly innovative, presents a complex web of legal, …
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Can I fund a bypass trust with jointly owned property?
The question of whether you can fund a bypass trust – also known as a credit shelter trust or an …
Can I require the trustee to consult with an advisor?
As an estate planning attorney in San Diego, I often encounter clients who, while establishing trusts, are concerned about ensuring …
Can a CRT be used to support research into rare diseases?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that can indeed be powerfully leveraged to support research into rare …
Can a CRT be used to contribute to a pooled income fund?
The intersection of Charitable Remainder Trusts (CRTs) and Pooled Income Funds (PIFs) represents a sophisticated estate planning strategy, often utilized …
Can a CRT be tied to the donor’s ESG investing preferences?
Charitable Remainder Trusts (CRTs) offer a sophisticated avenue for charitable giving coupled with potential income for the donor. Traditionally, CRTs …
Can a CRT be set up using a donor-advised fund intermediary?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can a CRT be funded with personal property like collectibles or jewelry?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can a CRT be designed to invest only in local economic development projects?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools offering tax benefits while providing income to beneficiaries. While generally flexible …
Can a CRT be challenged in court by heirs?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …