Can I require that a family representative co-approve every major disbursement?
Absolutely, establishing a system where a family representative co-approves major disbursements from a trust is not only possible but often …
Point Loma Estate Planning Law
Can a CRT be customized for philanthropic goals over multiple decades?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their potential extends far beyond simple income streams; they can …
Can I fund a bypass trust with the proceeds from a business sale?
Yes, absolutely, funding a bypass trust – also known as a Grantor Retained Annuity Trust (GRAT) – with the proceeds …
Can I define trustee qualifications that must be maintained?
Defining and maintaining trustee qualifications is a crucial aspect of responsible estate planning, ensuring your assets are managed with the …
Can I embed biometric verification to trigger distributions?
The question of integrating biometric verification into estate distribution is increasingly relevant in a world seeking enhanced security and streamlined …
What are spendthrift provisions in a trust?
Spendthrift provisions within a trust are legal clauses designed to protect a beneficiary’s interest from creditors and their own potential …
Should my beneficiaries have a copy of the trust?
The question of whether to provide beneficiaries with a copy of your trust is a frequent one for Ted Cook, …
Should I Share the Trust Terms with the Beneficiaries?
The question of whether to share trust terms with beneficiaries is a frequent one for Ted Cook, a Trust Attorney …
Should I Have Both a Trust and a Will?
The question of whether to have both a trust and a will is a common one for individuals planning their …
Is the trust subject to gift tax rules?
The question of whether a trust is subject to gift tax rules is a common one for individuals establishing or …