Can I require that family heirlooms be kept in trust and not sold?
The question of preserving family heirlooms through a trust is a common and deeply personal one for many San Diego …
Can I require that a CRT support a donor-designated field of interest fund?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, offering tax benefits and the satisfaction of supporting chosen causes. While …
Can I Require Social Impact Investment Reporting from Trust-funded Ventures?
The question of whether you can require social impact investment reporting from ventures funded by a trust is increasingly relevant …