Can I provide a trust fund for non-family caregivers?
The question of whether you can establish a trust fund for non-family caregivers is complex, deeply rooted in both legal …
Point Loma Estate Planning Law
Can I add assets to a CRUT but not to a CRAT?
The fundamental difference between Charitable Remainder Unitrusts (CRUTs) and Charitable Remainder Annuity Trusts (CRATs) lies in how distributions are calculated …
Can I cap maximum inheritance at a fixed inflation-adjusted amount?
The question of whether one can cap maximum inheritance at a fixed, inflation-adjusted amount is complex, touching on the interplay …
Can I use the bypass trust to support a startup incubator?
The bypass trust, a powerful estate planning tool, presents an intriguing possibility for supporting a startup incubator, but careful consideration …
Can I require passive income goals for continued benefits?
The question of whether you can require passive income goals for continued benefits within an estate plan, specifically within the …
Can I allow a beneficiary vote on successor trustee appointments?
The question of whether a beneficiary can vote on successor trustee appointments is a common one for Ted Cook, a …
Can I allocate funds to preserve cultural or family traditions?
The question of whether you can allocate funds within a trust to preserve cultural or family traditions is a common …
Can I allocate digital asset royalties to specific heirs?
The question of allocating digital asset royalties to specific heirs is increasingly relevant in estate planning, particularly with the rise …
Can I allocate a portion of my business succession plan to a CRT?
The question of integrating a Charitable Remainder Trust (CRT) into a business succession plan is a complex one, frequently posed …
Can I add milestones for the income recipient to receive adjusted payments?
The question of incorporating milestones into trust distributions is a frequent one for Ted Cook, a Trust Attorney in San …