Can I set mandatory reevaluation checkpoints every five years?
The question of incorporating mandatory reevaluation checkpoints into a trust, specifically every five years, is a common one for individuals …
Point Loma Estate Planning Law
Can I set expiration terms for unused inheritance portions?
The concept of setting expiration terms for unused inheritance portions, while seemingly straightforward, is surprisingly complex and deeply rooted in …
Can I set carbon offset requirements for trust-owned assets?
The intersection of estate planning, trust law, and environmental sustainability is a rapidly evolving field, and the question of incorporating …
Can I set aside a fund for beneficiaries to collaborate on social impact campaigns?
The idea of dedicating trust funds to fuel philanthropic endeavors led by your beneficiaries is increasingly popular, reflecting a shift …
Can I set a maximum annual allowance for each beneficiary?
The question of setting maximum annual allowances for trust beneficiaries is a frequent one for Ted Cook, a trust attorney …
Can I separate responsibilities for asset management and beneficiary communication?
The question of dividing duties between asset management and beneficiary communication within a trust is a common one for clients …