Can I mandate language or cultural education before distributions?
The question of whether a grantor can mandate language or cultural education as a condition for distributions from a trust …
Can I mandate continuing education for trustees?
The question of mandating continuing education for trustees is a complex one, deeply intertwined with the duties, responsibilities, and legal …
Can I make the trust terminate after three generations?
The concept of a trust terminating after a specified number of generations, often referred to as a “generation-skipping trust,” is …
Can I make quarterly disbursements conditional on market performance?
The question of whether you can structure quarterly disbursements from a trust conditional on market performance is a complex one, …
Can I make my estate plan enforceable in multiple states?
The question of whether an estate plan can be enforced in multiple states is a common one for individuals with …
Can I make eco-certification a condition for using trust resources?
The idea of incorporating environmental considerations into a trust document, specifically tying access to trust resources to eco-certification or sustainable …
Can I make contributions to community housing part of trust terms?
The question of incorporating charitable contributions, specifically towards community housing, within the terms of a trust is a common one …
Can I limit how often distributions are made from the trust?
Establishing a trust is a significant step in estate planning, offering control and security for your assets and loved ones. …
Can I limit distributions if a beneficiary has no estate plan of their own?
As a San Diego trust attorney like Ted Cook often explains, the question of limiting distributions to a beneficiary lacking …
Can I limit access to trust records for certain parties?
The question of controlling access to trust records is central to effective estate planning, and a frequent concern for individuals …