Can a CRT align with B Corp certification guidelines?
Community Reinvestment Trusts (CRTs) represent an innovative approach to impact investing, focusing on directing capital toward underserved communities, but can …
Community Reinvestment Trusts (CRTs) represent an innovative approach to impact investing, focusing on directing capital toward underserved communities, but can …
Absolutely, you can appoint a corporate trustee for a bypass trust, and in many situations, it’s a very prudent decision; …
Estate planning, while deeply personal, often intersects with professional expertise, especially when distributing assets to beneficiaries who may need specific …
As estate planning attorneys in San Diego, we often encounter questions about the permissible uses of trust funds, and the …
The question of whether you can embed lifetime caps for individual beneficiaries within a trust is a common one, and …
The air in the courtroom hung heavy with tension. Margaret stared at the judge, her heart pounding a frantic rhythm …
The gavel slammed down, echoing through the sterile courtroom. My heart hammered against my ribs, a frantic hummingbird trapped within …
The frantic search for a missing will consumed Maria, her hands trembling as she sifted through decades-old paperwork. Her father …
The phone slipped from her grasp, clattering onto the hardwood floor. Tears welled in Maria’s eyes as she stared at …
The old, leather-bound journal lay open on my desk, its pages brittle with age. As I read my grandfather’s faded …