Can a special needs trust help fund research participation compensation?
Navigating the financial aspects of caring for a loved one with special needs is complex, and questions about funding opportunities …
Escondido Estate Planning
Can I tie principal disbursements to demonstrated savings behavior?
The question of whether principal disbursements from a trust or estate can be legitimately tied to demonstrated savings behavior is …
Can a CRT invest in community development financial institutions?
Charitable Remainder Trusts (CRTs) offer a fascinating intersection between philanthropic goals and investment strategies, and the question of whether they …
Can I receive the tax deduction before the income payments begin?
Understanding the timing of tax deductions related to charitable remainder trusts (CRTs) can be complex, but generally, the answer is …
Can I create rules for using inherited vehicles?
The question of establishing guidelines for the use of vehicles inherited through a trust or estate plan is a common …