Can I include professional management guidelines in the trust?
Yes, you absolutely can, and often should, include professional management guidelines within a trust document, especially when dealing with substantial …
Point Loma Estate Planning Law
Can I create multiple CRTs for different beneficiaries?
Certainly, it is absolutely possible, and often advantageous, to create multiple Charitable Remainder Trusts (CRTs) for different beneficiaries, each tailored …
Can the trust support continuing education beyond college?
Absolutely, a thoughtfully drafted trust can be a powerful tool to fund not just undergraduate education, but also postgraduate studies, …
Can a bypass trust provide monthly allowances instead of lump sums?
Yes, a bypass trust, also known as a marital trust or an A-B trust (though less common now due to …
Can I use estate assets to preserve rural land from development?
The question of utilizing estate assets to safeguard rural land from development is increasingly common, particularly in areas like San …
Can I require the trustee to consider beneficiaries’ financial need?
The question of whether you can require a trustee to consider a beneficiary’s financial need within a trust document is …
Can I require the trust to avoid investing in alcohol or tobacco companies?
The question of socially responsible investing within a trust is becoming increasingly common, and the answer, thankfully, is generally yes. …
Can I require that trust funds be used for sustainable housing?
The question of directing trust funds towards specific causes, like sustainable housing, is a common one for Ted Cook, a …
Can I require that property be maintained in historical condition?
The question of preserving a property’s historical character within a trust is a surprisingly complex one, often landing at the …
Can I require that distributions be managed by a licensed advisor?
The question of controlling how trust distributions are managed is a common concern for grantors – those who create trusts. …