Can a special needs trust pay for a therapy swing or hammock?
Absolutely, a special needs trust can often pay for items like a therapy swing or hammock, provided it aligns with …
Point Loma Estate Planning Law
Can I assign mandatory savings thresholds for beneficiaries before they receive payouts?
As an estate planning attorney in San Diego, I frequently encounter clients who wish to incentivize responsible financial behavior in …
How are disputes between trustees and beneficiaries resolved?
Disputes between trustees and beneficiaries are, unfortunately, quite common in the world of estate planning, and can range from simple …
Can I specify who receives sentimental personal property?
Estate planning often focuses on larger assets like real estate and financial accounts, but a significant portion of the emotional …
Does creating a trust now save money later?
The question of whether establishing a trust now translates to financial savings in the future is a common one for …
Can a CRT qualify for a state-level charitable deduction?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can a CRT pay income to an LLC owned by the beneficiary?
The question of whether a Charitable Remainder Trust (CRT) can pay income to a Limited Liability Company (LLC) owned by …
Can a CRT pay for professional trustee evaluation services?
Complex trusts, like Charitable Remainder Trusts (CRTs), require diligent administration and often benefit from professional oversight. A frequent question arises: …
Can a CRT operate with separate investment and administrative trustees?
The question of whether a Charitable Remainder Trust (CRT) can function effectively with separate investment and administrative trustees is a …
Can a CRT invest in low-income housing tax credits?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …