Can I fund a CRT with S corporation stock without disqualifying the trust?
The question of whether an S corporation stock can be used to fund a Charitable Remainder Trust (CRT) without disqualifying …
Point Loma Estate Planning Law
Can the trust pay for nutrition planning apps recommended by a doctor?
The question of whether a trust can cover the cost of nutrition planning apps recommended by a doctor is nuanced, …
Can the trust require a minimum waiting period before a major purchase?
Absolutely, a trust can, and often should, incorporate a provision requiring a minimum waiting period before a beneficiary can make …
Can a special needs trust support navigation tools for travel training?
Absolutely, a special needs trust can be strategically utilized to fund essential resources like navigation tools for travel training, significantly …
Can a special needs trust fund website hosting for disability education?
The question of whether a special needs trust (SNT) can fund a website dedicated to disability education is complex, but …
Can I use my estate plan to support multigenerational housing goals?
The concept of multigenerational housing, where multiple generations live under one roof, is gaining traction as families seek financial stability, …
Can I use estate planning to support a special needs family member?
Estate planning is a crucial process for everyone, but it takes on added complexity and importance when a family includes …
Can I use estate planning to manage access to cloud storage accounts?
In today’s digital age, a significant portion of our lives—photos, financial documents, personal correspondence, and critical information—resides in the cloud. …
Can I use estate planning to consolidate all financial accounts?
The question of whether estate planning can facilitate the consolidation of financial accounts is a common one for individuals seeking …
Can I use biometric access for digital estate platforms?
The question of incorporating biometric access into digital estate planning platforms is rapidly gaining prominence. As our lives become increasingly …