Can a CRT invest in low-income housing tax credits?
Charitable Remainder Trusts (CRTs) are increasingly utilized as vehicles for sophisticated estate planning, but their investment options are often scrutinized …
Point Loma Estate Planning Law
Can I provide for care of community service animals used by family members?
The question of providing for the care of community service animals within estate planning is increasingly relevant as the bond …
Can the bypass trust convert to a unitrust format later?
Yes, a bypass trust, also known as a credit shelter trust or an exemption trust, can often be converted to …
Do I need to list specific assets in the will to fund the trust?
The question of whether you need to list specific assets in your will to fund a trust is a common …
Can a testamentary trust be changed after death?
A testamentary trust, created within a will, presents a unique set of rules regarding modification after the grantor’s passing; generally, …
Can a trustee be required to consult a panel before major decisions?
The question of whether a trustee can be required to consult a panel before making major decisions is a nuanced …
Can a trustee also be a beneficiary in an irrevocable trust?
The question of whether a trustee can also be a beneficiary in an irrevocable trust is surprisingly complex and heavily …
Can a Trust Underwrite Apprenticeships?
The question of whether a trust can underwrite apprenticeships is becoming increasingly relevant as individuals and families seek innovative ways …
Can a trust support relocation expenses for accessible housing?
The question of whether a trust can support relocation expenses for accessible housing is a common one, particularly as the …
Can a trust support in-home tutors for non-academic skill-building?
The question of whether a trust can fund in-home tutors for non-academic skill-building – things like music lessons, coding classes, …