Can the trust provide tech support subscriptions for beneficiaries?
The question of whether a trust can cover tech support subscriptions for beneficiaries is increasingly relevant in our digitally dependent …
Point Loma Estate Planning Law
Can I include instructions for guardians of minor beneficiaries?
The question of providing guidance for guardians of minor beneficiaries is a crucial one within estate planning, and absolutely, you …
Can a trust prevent beneficiaries from squandering money?
Trusts are powerful estate planning tools often employed to manage and distribute assets, and a frequent concern for those creating …
Can I combine a CRT with a charitable LLC or family office strategy?
Combining a Charitable Remainder Trust (CRT) with a charitable LLC or a family office strategy is increasingly popular among high-net-worth …
Can a bypass trust include a clause to limit exposure to currency risk?
A bypass trust, also known as a marital trust or A-B trust (though less common now due to portability), is …
Can I add privacy provisions restricting public knowledge of my estate?
The question of maintaining privacy surrounding one’s estate plan is becoming increasingly common, especially in an age of readily available …
Can I add clauses requiring trustees to prioritize debt repayment first?
The question of whether you can add clauses requiring trustees to prioritize debt repayment first within a trust document is …
Can I add a trust protector to oversee the bypass trust?
The question of whether to appoint a trust protector to oversee a bypass trust – also known as a credit …
Can I add a clause allowing financial penalties for misuse of distributions?
The question of incorporating financial penalties for misuse of trust distributions is a common one for Ted Cook, a Trust …
Can estate planning reduce the risk of conservatorship?
The prospect of losing control over one’s financial and personal affairs is a significant fear for many, and conservatorship—a legal …