Can I provide housing assistance for heirs moving for education or caregiving?
Providing housing assistance to heirs, whether for educational pursuits or to fulfill caregiving responsibilities, is a complex estate planning consideration …
Point Loma Estate Planning Law
What happens if a beneficiary dies before the trust is funded?
This is a surprisingly common issue in estate planning, and the answer isn’t always straightforward; it hinges on how the …
Can a court require accounting of trust activity?
Yes, a court absolutely can, and often does, require an accounting of trust activity, and this is a crucial aspect …
Can I make disbursements contingent on family mediation?
The question of whether to make disbursements from a trust contingent on family mediation is a complex one, frequently encountered …
Can a special needs trust include a backup trustee alert system?
Absolutely, a special needs trust can, and often *should*, include a robust backup trustee alert system, ensuring continuity of care …
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 …
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 …