Can a bypass trust allocate assets for disaster relief in family emergencies?
The question of whether a bypass trust can allocate assets for disaster relief in family emergencies is a crucial one …
Point Loma Estate Planning Law
Can a special needs trust fund sensory-friendly home paint and lighting?
Absolutely, a special needs trust can indeed fund sensory-friendly home improvements like specialized paint and lighting, provided it aligns with …
Can I build in ESG guidelines for trust investments?
The integration of Environmental, Social, and Governance (ESG) factors into trust investments is rapidly gaining traction, reflecting a growing demand …
Can a CRT be funded with real estate in an LLC?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can the trust subsidize costs of workplace accommodations?
Navigating the intersection of special needs trusts and workplace accommodations requires careful consideration, as trusts can indeed play a role …
Can I permit beneficiaries to contribute back to the trust corpus?
The question of allowing beneficiaries to contribute back to a trust corpus is surprisingly common, and the answer, as with …
Can I outline educational pathways or funding for non-traditional learning?
The landscape of education is rapidly evolving, moving beyond the traditional four-year college model. Many individuals are now seeking alternative …
Can I name different trustees for different types of assets?
The question of whether you can name different trustees for different types of assets within your estate plan is a …
Can I name an alternate successor trustee?
The question of whether you can name an alternate successor trustee is a common one for individuals establishing or updating …
Can I name a rotating board of advisors to review the CRT’s social impact?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools, offering tax benefits while supporting chosen charities. While the primary focus …