Can the CRT income be distributed as a flat dollar amount instead of a percentage?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
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Can I have multiple irrevocable trusts for different purposes?
Absolutely, establishing multiple irrevocable trusts tailored to specific objectives is not only permissible but often a highly effective estate planning …
What happens if a beneficiary dies before the trust is distributed?
This is a surprisingly common question for estate planning attorneys like myself here in San Diego, and the answer isn’t …
Can a special needs trust provide funding for a personal care assistant’s training?
The question of whether a special needs trust (SNT) can fund a personal care assistant’s (PCA) training is a common …
Can a special needs trust provide audiobook subscriptions?
The question of whether a special needs trust (SNT) can fund seemingly minor expenses like audiobook subscriptions is surprisingly complex, …
Can a special needs trust pay for translation of international medical documentation?
The question of whether a special needs trust (SNT) can cover the cost of translating international medical documentation is a …
Can a special needs trust pay for services related to establishing medical power of attorney?
The question of whether a special needs trust (SNT) can pay for services related to establishing a medical power of …
Can a special needs trust pay for participation in virtual retreats?
The question of whether a special needs trust (SNT) can pay for participation in virtual retreats is a nuanced one, …
Can a special needs trust pay for hands-free technology systems?
The question of whether a special needs trust (SNT) can pay for hands-free technology systems is a common one for …
Can a special needs trust pay for curated therapy kits for use at home?
The question of whether a special needs trust (SNT) can pay for curated therapy kits for at-home use is a …