Can I allocate a portion of the trust to social impact investing?
The question of whether a trust can allocate funds to social impact investing is increasingly common, reflecting a growing desire …
Point Loma Estate Planning Law
Can I fund a special needs trust with stocks or bonds?
Absolutely, a special needs trust can be funded with a variety of assets, including stocks, bonds, and other investment vehicles, …
Can the remainder interest be split among different nonprofit functions?
The question of whether a remainder interest in a charitable remainder trust can be split among different nonprofit functions is …
Can I leave money to a pet in my estate plan?
The question of providing for a beloved companion after one’s passing is a common and increasingly important consideration in estate …
Can I authorize dual citizenship filings through estate attorneys?
Navigating the complexities of dual citizenship and its intersection with estate planning can feel like charting a course through uncharted …
Can I receive the tax deduction before the income payments begin?
The question of whether you can receive a tax deduction for establishing a trust before income payments begin is a …
Can I receive a tax deduction even if the income recipient is not myself?
The question of whether you can claim a tax deduction for income received by another individual is complex and hinges …
Can I put my home in an irrevocable trust?
The question of whether you can place your home within an irrevocable trust is a common one for individuals seeking …
Can I provide lifetime income through a testamentary trust?
The question of whether a testamentary trust can provide lifetime income is a cornerstone of estate planning for many individuals, …
Can I provide for pets and their caretakers beyond just basic costs?
The question of providing for beloved pets, and those who care for them, extends far beyond simply covering food and …