Can a testamentary trust help preserve family business continuity?
A testamentary trust is a powerful estate planning tool that can indeed play a crucial role in ensuring the smooth …
Point Loma Estate Planning Law
Can a special needs trust fund executive functioning workshops?
The question of whether a special needs trust (SNT) can fund executive functioning workshops is a common one for families …
Can a testamentary trust include ethics arbitration for trustee decisions?
Testamentary trusts, created through a will and taking effect after death, offer significant flexibility in governing how assets are managed …
Can a special needs trust include a future housing feasibility assessment?
Absolutely, a special needs trust can, and often *should*, include provisions for a future housing feasibility assessment, recognizing that the …
Can I set limitations for luxury purchases via trust distributions?
The question of controlling how beneficiaries spend trust assets, particularly regarding “luxury” items, is a common one for Ted Cook …
Can I Require Beneficiaries to Submit Net Worth Statements?
The question of whether a trust can require beneficiaries to submit net worth statements is complex, deeply rooted in the …
Can I require beneficiaries to meet life goals before inheriting?
The desire to ensure future generations not only receive an inheritance, but also develop into responsible, productive individuals, is a …
Can I require beneficiaries to file annual taxes before accessing income?
The question of whether a trust can require beneficiaries to file annual taxes before accessing income is complex and heavily …
Can I require approval from an ethics board for high-risk investments?
The question of seeking ethics board approval for high-risk investments, particularly within the context of trust administration as practiced by …
Can I require annual reviews of the trust?
The question of whether you can require annual reviews of a trust is a common one for individuals working with …