Can a special needs trust fund relocation due to natural disaster displacement?
The question of relocating a special needs trust (SNT) due to natural disaster displacement is complex, but absolutely possible and …
Point Loma Estate Planning Law
Can a CRT qualify as a split-interest trust for IRS purposes?
A Charitable Remainder Trust (CRT) absolutely can qualify as a split-interest trust for IRS purposes, and understanding this classification is …
Can the trustee contest a claim against the trust?
As a San Diego estate planning attorney, I often encounter questions about the responsibilities and powers of a trustee, and …
Can I fund apprenticeships through the trust?
Yes, you absolutely can fund apprenticeships through a trust, and it’s becoming an increasingly popular way for families to support …
Can the trust require quarterly updates to beneficiaries?
Absolutely, a trust can indeed require quarterly updates to beneficiaries, and this is becoming increasingly common as transparency and beneficiary …
Can I create sliding scale inheritance linked to cost-of-living indices?
The concept of a sliding scale inheritance, adjusting payouts based on the cost of living, is becoming increasingly popular as …
Can I create restrictions on selling family business interests?
The question of restricting the sale of family business interests is a common one for Ted Cook, a Trust Attorney …
Can I create multiple testamentary trusts under one will?
The question of whether one can establish multiple testamentary trusts within a single will is a common one for estate …
Can I create micro-budget review periods quarterly for all beneficiaries?
The question of establishing quarterly micro-budget review periods for trust beneficiaries is a common one for Ted Cook, a Trust …
Can I create funding triggers tied to economic indicators?
The question of whether you can tie funding triggers to economic indicators is a common one for Ted Cook, a …