Can a special needs trust provide funds for storage of medical backup equipment?
Absolutely, a special needs trust can be strategically designed to provide funds for the storage of vital medical backup equipment, …
Point Loma Estate Planning Law
Can I assign different trustees for different parts of the trust?
The question of whether you can assign different trustees for different parts of a trust is a common one, and …
Can a CRT distribute income through a spendthrift clause?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets, receive income for a specified …
Can a testamentary trust pay estate debts?
Testamentary trusts, created within a will, are powerful tools for managing assets after someone passes away, but determining whether they …
Can a CRT be structured to pay trustee bonuses based on ethical benchmarks?
Complex trusts, like Charitable Remainder Trusts (CRTs), offer flexibility in structuring distributions and trustee compensation, but linking bonuses directly to …
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 …
Can I limit access to inheritance for heirs with known legal issues?
The question of whether you can limit access to inheritance for heirs with known legal issues is a common one …
Can I leave specific investment strategies in my plan for future heirs?
The question of whether you can dictate specific investment strategies for your heirs within your estate plan is a common …