Can I include rules for leasing or renting trust property?
Managing property held within a trust, whether it’s a family home, a vacation rental, or commercial real estate, often involves …
Point Loma Estate Planning Law
Can I use the trust to ensure structured and predictable payouts?
Absolutely, a trust is a powerful tool for dictating precisely how and when your assets are distributed, offering a level …
Can I create a schedule of disbursements linked to inflation rates?
The question of whether you can create a schedule of disbursements linked to inflation rates is increasingly relevant in today’s …
Can a special needs trust be used to fund adaptive sports leagues?
Absolutely, a special needs trust can, and often should, be utilized to fund adaptive sports leagues and related activities, enriching …
Can a CRT prohibit remainder use for endowment growth?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I restrict how an inheritance is used?
The question of whether you can restrict how an inheritance is used is a common one for individuals planning their …
Can I restrict distributions to essential expenses only?
The question of restricting trust distributions to essential expenses is a common one for Ted Cook, a Trust Attorney in …
Can I restrict beneficiaries from hiring certain advisors or firms?
The question of whether a grantor can restrict beneficiaries from hiring specific advisors or firms is a complex one, deeply …
Can I restrict access to trust financial statements to certain beneficiaries?
The question of restricting access to trust financial statements is a common one for grantors and trustees alike, and a …
Can I restrict access to funds for politically exposed persons?
The question of restricting access to funds for politically exposed persons (PEPs) is a crucial one in modern estate planning, …