Can a CRT own high-yield municipal bonds?
Community Reinvestment Trusts (CRTs) are increasingly utilized as vehicles for socially responsible investing, channeling capital to underserved communities. A key …
San Diego County
Can a CRT make payments in kind rather than cash?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets, receive income during their lifetime, and …
Can a CRT income stream be redirected to a nonprofit during economic hardship?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools designed to provide income to beneficiaries while ultimately benefiting a chosen …
Can a CRT include instructions for producing a donor legacy video?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can a CRT include a clause requiring beneficiary surveys by the remainder charity?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets to charity while retaining an …
Can a CRT generate unrelated taxable income that must be reported?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets, receive income for a set period …
Can a CRT facilitate charitable gifts across jurisdictions?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools allowing individuals to make substantial gifts to charity while retaining an …