Can the trust assist with student loan counseling if education was disability-supported?
The question of whether a trust can assist with student loan counseling, particularly when education was disability-supported, is multifaceted and …
Point Loma Estate Planning Law
Can the trust allow for funding multiple caregivers on a rotating basis?
The question of funding multiple caregivers through a trust is increasingly common as individuals prioritize comprehensive and flexible care plans, …
Can the trust allocate funds for nonprofit board memberships for beneficiaries?
The question of whether a trust can allocate funds for a beneficiary’s service on a nonprofit board is a surprisingly …
Can the terms of a bypass trust include beneficiary education requirements?
The question of whether a bypass trust – also known as a credit shelter trust – can include beneficiary education …
Can the IRS audit a charitable remainder trust?
The question of whether the IRS can audit a charitable remainder trust (CRT) is a common one for those establishing …