Can I limit the use of inherited property to family members only?
Estate planning, particularly concerning the disposition of property, often brings up the question of control even after one’s passing. Many …
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, …
Can I include sustainability benchmarks for real property holdings?
The question of incorporating sustainability benchmarks into real property holdings within a trust is increasingly prevalent, reflecting a broader societal …
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