Can the CRT’s investments reflect religious or ethical values of the donor?
Charitable Remainder Trusts (CRTs) offer a powerful combination of income for the donor and a future gift to charity, but …
Point Loma Estate Planning Law
Can a special needs trust include cost-sharing incentives for shared-use adaptive devices?
Absolutely, a special needs trust can, and often should, include provisions for cost-sharing incentives related to shared-use adaptive devices, but …
Can I assign a CRT’s income interest to a different trust?
The question of whether you can assign a Charitable Remainder Trust’s (CRT) income interest to another trust is complex, requiring …
Can I define allowable levels of investment risk tolerance in the trust?
Absolutely, defining allowable levels of investment risk tolerance within a trust is not only possible but a crucial aspect of …
What happens when a trustee resigns?
The resignation of a trustee can create significant complications in the administration of a trust, demanding swift and careful action …
Can the trust fund fees for registering as a disability rights advocate?
Navigating the financial aspects of becoming a disability rights advocate while utilizing trust funds requires careful consideration and adherence to …
Can the Trust Fund Continuing Education for Retirees?
The question of whether a trust fund can cover continuing education expenses for retirees is a common one, especially as …
Can the trust fund an ongoing subscription to mental health check-in platforms?
The question of whether a trust can fund ongoing subscriptions to mental health check-in platforms is increasingly relevant in today’s …
Can the trust establish a peer review system among beneficiaries for financial decisions?
The concept of establishing a peer review system among beneficiaries for financial decisions within a trust is intriguing, yet presents …
Can the trust distribute income to an S corporation beneficiary?
The question of whether a trust can distribute income to an S corporation beneficiary is complex and depends heavily on …