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Escondido Estate Planning

Can the CRT support social justice grantmaking in perpetuity through a field-of-interest fund?

June 7, 2025 by admin

Charitable Remainder Trusts (CRTs) offer a sophisticated method for individuals to support charitable causes while receiving income during their lifetime, …

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Can I structure the trust to evolve into a multigenerational pooled asset fund?

June 7, 2025 by admin

Absolutely, structuring a trust to evolve into a multigenerational pooled asset fund is a sophisticated estate planning strategy gaining popularity, …

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Can I use a CRT to provide income for an ex-spouse?

June 7, 2025 by admin

Divorce proceedings often involve complex financial settlements, and determining ongoing support can be particularly challenging. A Charitable Remainder Trust (CRT) …

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Are testamentary trusts suitable for international estate plans?

June 7, 2025 by admin

Testamentary trusts, created within a will, can be a viable component of international estate plans, but their suitability hinges on …

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Can my estate plan include a clause for catastrophic event scenarios?

June 7, 2025 by admin

Absolutely, incorporating clauses for catastrophic event scenarios into your estate plan is not only possible but increasingly advisable in our …

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Recent Posts

  • Can the CRT support social justice grantmaking in perpetuity through a field-of-interest fund?
  • Can I structure the trust to evolve into a multigenerational pooled asset fund?
  • Can I use a CRT to provide income for an ex-spouse?

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