Can the trust support elder care for non-beneficiary family members?
The question of whether a trust can support elder care for non-beneficiary family members is complex, hinging on the specific …
Point Loma Estate Planning Law
Can the trust fund travel for genealogy research?
The ability of a trust fund to be used for genealogy research depends heavily on the specific terms outlined in …
Can I prevent a surviving spouse from changing distribution plans?
The question of controlling distribution plans after your passing is a common concern for many, and while complete control isn’t …
What’s the process to revoke the entire trust?
Revoking an entire trust is a significant legal step with far-reaching consequences, requiring careful consideration and adherence to specific procedures …
Can I stagger inheritance using a trust?
Yes, you absolutely can stagger inheritance using a trust, offering a powerful alternative to simply leaving assets directly to beneficiaries. …
Can I Leave Assets to My Grandchildren in the Trust?
The question of including grandchildren as beneficiaries within a trust is incredibly common, and fortunately, absolutely achievable. As a San …
Can I invest CRT assets in municipal bonds for tax-free income?
Community Property Trusts (CRTs) offer unique opportunities for asset management, and a frequent question arises regarding the potential to invest …
Can I instruct the charity to spend funds within a specific timeframe?
The question of directing a charity on *when* to spend donated funds is a surprisingly complex one, particularly when considering …
Can I include trust terms that allow skipping distributions during crises?
The question of whether a trust can skip distributions during financial crises or personal hardships is a common one for …
Can I include trigger events that automatically pause distributions?
The question of incorporating “trigger events” to automatically pause trust distributions is a common one for clients of Ted Cook, …