Can I limit access to trust funds for non-residents of the U.S.?
The question of limiting access to trust funds based on residency status is a common one for Ted Cook, a …
Point Loma Estate Planning Law
Can I limit access to assets in a bypass trust for minor beneficiaries?
The question of controlling access to assets within a bypass trust, particularly when the beneficiaries are minors, is a paramount …
Can I Leave Property to a Non-Citizen in My Trust?
Estate planning, specifically through the creation of a trust, often involves decisions about how assets will be distributed after one’s …
Can I Leave Instructions for Debt Repayment in a Trust?
The question of whether you can dictate debt repayment instructions within a trust is a common one for Ted Cook, …
Can I keep my estate plan synced with evolving financial portfolios?
Maintaining a cohesive relationship between your estate plan and your financial portfolio is not merely advisable, it’s essential for ensuring …
Can I incorporate flexible trust provisions for future tax law changes?
Estate planning, particularly through the creation of trusts, isn’t a static exercise; it’s a dynamic process demanding foresight, especially concerning …