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Escondido Estate Planning

Can a CRT invest in low-income housing tax credits?

June 2, 2025 by admin

Charitable Remainder Trusts (CRTs) can indeed invest in Low-Income Housing Tax Credits (LIHTC), offering a compelling strategy for both charitable …

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Can I provide for care of community service animals used by family members?

June 2, 2025 by admin

The question of providing for the continued care of community service animals within an estate plan is becoming increasingly common …

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Can a trust include performance reviews for hired caregivers?

June 2, 2025 by admin

Yes, a trust can absolutely include provisions for performance reviews of hired caregivers, and increasingly, well-crafted trusts *should* include such …

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Can a special needs trust subsidize telepresence robots for education or work?

June 2, 2025 by admin

The question of whether a special needs trust (SNT) can subsidize telepresence robots for education or work is increasingly relevant …

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Can a testamentary trust be changed after death?

June 2, 2025 by admin

A testamentary trust, established within a will and coming into effect upon death, presents a unique set of rules regarding …

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  • Can a CRT invest in low-income housing tax credits?
  • Can I provide for care of community service animals used by family members?
  • Can a trust include performance reviews for hired caregivers?

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