Can I use a testamentary trust to benefit a church or religious organization?
The question of whether a testamentary trust can benefit a church or religious organization is a common one for estate …
San Diego County
Can I use a special needs trust to pay for homeschooling?
The question of whether a special needs trust (SNT) can cover homeschooling expenses is a complex one, deeply rooted in …
Can I use a revocable trust for legacy planning?
Legacy planning extends beyond simply distributing assets after one’s passing; it encompasses values, beliefs, and a vision for future generations. …
Can I Use a Living Trust in Place of a Power of Attorney?
The question of whether a living trust can replace a power of attorney is a common one for individuals planning …
Can I use a CRT to support disaster relief or emergency response organizations?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools offering both tax benefits and the satisfaction of philanthropic giving. While …
Can I Use a CRT to Pay for Private Tuition for a Grandchild?
The question of utilizing a Charitable Remainder Trust (CRT) to cover private tuition expenses for a grandchild is a common …
Can I use a CRT to bypass the 3.8% Medicare surtax on investment income?
The 3.8% Medicare surtax on net investment income is a significant concern for many high-income earners. This tax applies to …