Can a CRT include environmental due diligence requirements for investments?
Community Reinvestment Trusts (CRTs) are increasingly being utilized as a vehicle for socially responsible investing, and the question of incorporating …
Wildomar Estate Planning
Can I create impact milestones that trigger release of funds?
Absolutely, establishing impact milestones that trigger the release of funds is a powerful and increasingly popular estate planning technique, particularly …
Can the trust assist with neighborhood integration resources?
While often perceived solely as tools for asset protection and distribution after death, trusts, when thoughtfully constructed with the guidance …
Can I make my trust terminate after reaching a financial threshold?
The question of whether a trust can terminate upon reaching a specific financial threshold is a common one for clients …
Can I leave instructions for organ donation in my estate plan?
Yes, you absolutely can, and should, include instructions for organ donation within your comprehensive estate plan, though it’s not quite …