Can a CRT be funded by multiple people with proportional payouts?
Certainly, a Charitable Remainder Trust (CRT) can absolutely be funded by multiple people with proportional payouts, offering a versatile estate …
Point Loma Estate Planning Law
Can I require tax-preparer sign-off before distributions?
The question of requiring tax-preparer sign-off before distributions from a trust or estate is a common one for clients of …
Can I create a trust specifically for a future wedding?
The idea of establishing a trust specifically for funding a future wedding is becoming increasingly popular, particularly with families wanting …
How do you account for inflation in long-term testamentary trust planning?
Planning for the long-term viability of a testamentary trust requires careful consideration of inflation, a silent yet potent force that …
Can I use my estate plan to support diversity, equity, and inclusion causes?
Absolutely, your estate plan can be a powerful tool to further diversity, equity, and inclusion (DEI) causes that are important …
Can I require regular investment reviews by an advisory board?
The question of establishing an advisory board to oversee trust investments is a common one for those working with a …
Can I require quarterly beneficiary check-ins for updates?
As a trust attorney in San Diego, Ted Cook frequently encounters questions surrounding the administration of trusts and the ongoing …
Can I require public acknowledgment of the trust’s role in major expenses?
The question of requiring public acknowledgment of a trust’s involvement in major expenses is complex, touching upon privacy concerns, trust …
Can I require professional development goals before releasing principal?
As a trust attorney in San Diego, Ted Cook frequently encounters situations where clients want to ensure their beneficiaries not …
Can I Require Personality Testing as Part of Inheritance Access?
The question of whether you can require personality testing as a condition for accessing an inheritance is complex, falling into …