Can a bypass trust be structured to avoid foreign reporting requirements?
The question of whether a bypass trust can be structured to sidestep foreign reporting requirements is complex and hinges on …
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Can the trust provide allowances for self-care and hygiene subscriptions?
Absolutely, a properly structured trust can absolutely provide allowances for self-care and hygiene subscriptions, offering beneficiaries ongoing support for essential …
Can a trust pay for access to adaptive online gaming for social engagement?
The question of whether a trust can pay for access to adaptive online gaming for social engagement is becoming increasingly …
Can the trust provide equity-sharing programs for first-time homebuyers?
The concept of using a trust to facilitate equity-sharing programs for first-time homebuyers is an increasingly innovative area within estate …
Can I set up a travel allowance for multiple heirs using trust funds?
Absolutely, establishing a travel allowance for multiple heirs utilizing trust funds is a sophisticated, yet increasingly popular, estate planning strategy, …
Can I restrict access to trust financial reports to beneficiaries only?
As an estate planning attorney in San Diego, I often encounter questions about beneficiary access to trust information, and the …
Can the trust pay for executive coaching for business-minded heirs?
As an estate planning attorney in San Diego, I frequently encounter questions about the permissible uses of trust funds, and …
Can a CRT be designed to automatically dissolve under certain regulatory conditions?
Community Property Trusts (CRTs) are powerful estate planning tools in California, allowing married couples to manage and control their assets …
Can a special needs trust invest in the stock market?
Yes, a special needs trust (SNT) absolutely can, and often should, invest in the stock market, but with careful consideration …
Can I use a CRT to make charitable giving anonymous?
A Charitable Remainder Trust (CRT) offers a sophisticated method of charitable giving that *can* provide a degree of anonymity, though …