Can I include management fees for specific advisors within the trust terms?
The question of whether you can include management fees for specific advisors within the trust terms is a common one …
Point Loma Estate Planning Law
Is there a waiting period before a testamentary trust becomes active?
A testamentary trust, created within a will, doesn’t spring into existence immediately upon the testator’s death; rather, it’s subject to …
Can a testamentary trust help preserve farmland?
The preservation of farmland is a growing concern as agricultural land faces pressure from development and changing economic conditions; a …
Can a special needs trust fund job readiness assessments?
The question of whether a special needs trust (SNT) can fund job readiness assessments is a common one for families …
Can I require that a portion of disbursements be saved or reinvested?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to ensure their beneficiaries receive distributions responsibly, …
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 …
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 …