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Point Loma Estate Planning Law

Can I use a CRT to provide income to a nonprofit organization temporarily?

May 10, 2025 by admin

Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools often utilized to provide income to individuals while ultimately benefiting a …

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Can I use a CRT to establish a legacy grant program?

May 10, 2025 by admin

Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools often employed by individuals looking to make significant charitable donations while …

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Can I use a CRT as a transition tool for social impact enterprises?

May 10, 2025 by admin

Community Reinvestment Trusts (CRTs) are increasingly being explored as innovative financial tools, particularly for social impact enterprises. Traditionally used to …

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Can I use a bypass trust to manage royalties for multiple beneficiaries?

May 10, 2025 by admin

The question of utilizing a bypass trust for royalty management, especially when dealing with multiple beneficiaries, is a common one …

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Can I update asset titles to avoid probate?

May 10, 2025 by admin

Probate, the legal process of validating a will and distributing assets, can be a time-consuming and costly endeavor in California, …

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