Can a bypass trust be used to offset housing instability in family members?
A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool primarily designed to minimize …
Point Loma Estate Planning Law
Can a special needs trust pay for data encryption software for sensitive files?
The question of whether a special needs trust (SNT) can pay for data encryption software for sensitive files is a …
Can a testamentary trust support open-source projects or software development?
A testamentary trust, established through a will and taking effect after death, offers a surprising degree of flexibility in its …
Can I use a trust for venture capital holdings?
Venture capital (VC) holdings present unique estate planning challenges, and utilizing a trust can be a sophisticated strategy, though it …
Can the trust invest in startup equity or venture capital?
Trusts, while often associated with conservative investments like stocks, bonds, and real estate, *can* indeed invest in startup equity or …
Can the trust reimburse for therapies done by licensed remote providers?
The question of whether a trust can reimburse for therapies delivered by licensed remote providers—often termed telehealth or teletherapy—is increasingly …
Can the trust provide support for mobile therapy vehicles?
The question of whether a trust can provide support for mobile therapy vehicles is multifaceted, hinging on the trust’s specific …
Can the trust provide language learning software for global support access?
The question of whether a trust can fund language learning software for global support access is multifaceted, touching on permissible …
Can the trust provide for supplemental needs without disqualifying government aid?
The question of whether a trust can provide for supplemental needs without jeopardizing a beneficiary’s eligibility for crucial government aid …
Can the Trust Provide Co-Investment for Collective Family Real Estate?
The question of whether a trust can facilitate co-investment in family real estate is a common one for Ted Cook, …