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Point Loma Estate Planning Law

Can a CRT be part of a blended charitable estate plan?

May 8, 2025 by admin

The integration of a Charitable Remainder Trust (CRT) into a blended estate plan—one involving children from previous relationships—requires careful consideration. …

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Can a CRT be Funded with a Promissory Note?

May 8, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools, offering both tax benefits and income for the grantor—the person creating …

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Can a CRT be designed to invest only in local economic development projects?

May 8, 2025 by admin

Community Reinvestment Trusts (CRTs) are increasingly popular tools for channeling philanthropic capital into socially responsible investments, but the question of …

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Can a CRT be created entirely online?

May 8, 2025 by admin

The question of whether a Charitable Remainder Trust (CRT) can be created entirely online is increasingly relevant in our digitally …

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Can a CRT align with B Corp certification guidelines?

May 8, 2025 by admin

The question of whether a Charitable Remainder Trust (CRT) can align with B Corp certification guidelines is complex, demanding an …

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