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Can a CRT include built-in audit cycles for performance review?
Certainly, a Community Reinvestment Trust (CRT) can, and often *should*, include built-in audit cycles for performance review; these cycles are …
Can I stipulate that trust assets be used for first-home purchases only?
The question of restricting trust assets to first-home purchases is a common one, and the answer is generally yes, with …
Can the trust provide security deposit assistance for housing?
Navigating the complexities of housing, especially in a high-cost area like San Diego, often presents financial hurdles for beneficiaries, and …
Can a special needs trust be designed to address sensory processing needs?
Absolutely, a special needs trust can, and often *should*, be specifically designed to address the unique needs of a beneficiary …
What is community property in a trust?
In California, and several other states, community property refers to all assets acquired during a marriage while living in a …
Can a testamentary trust serve as a backup for a failed business?
The question of whether a testamentary trust can serve as a backup for a failed business is multifaceted, touching upon …