Can a CRT invest in low-income housing tax credits?
Charitable Remainder Trusts (CRTs) can indeed invest in Low-Income Housing Tax Credits (LIHTC), offering a compelling strategy for both charitable …
Escondido Estate Planning
Can I provide for care of community service animals used by family members?
The question of providing for the continued care of community service animals within an estate plan is becoming increasingly common …
Can a trust include performance reviews for hired caregivers?
Yes, a trust can absolutely include provisions for performance reviews of hired caregivers, and increasingly, well-crafted trusts *should* include such …
Can a special needs trust subsidize telepresence robots for education or work?
The question of whether a special needs trust (SNT) can subsidize telepresence robots for education or work is increasingly relevant …
Can a testamentary trust be changed after death?
A testamentary trust, established within a will and coming into effect upon death, presents a unique set of rules regarding …