Can I restrict funding of politically affiliated organizations?
The question of whether you can restrict funding to politically affiliated organizations within an estate plan is complex, balancing personal …
Escondido Estate Planning
Can a special needs trust fund educational kits for at-home learning?
The question of whether a special needs trust (SNT) can fund educational kits for at-home learning is a common one …
Can a CRT qualify for a state-level charitable deduction?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can a trust pay for environmentally friendly housing materials?
Yes, a trust can absolutely pay for environmentally friendly housing materials, provided the trust document doesn’t explicitly prohibit such expenditures …
Can a financial advisor manage assets in a testamentary trust?
Yes, a financial advisor can absolutely manage assets within a testamentary trust, but it’s not as straightforward as managing assets …