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Point Loma Estate Planning Law

Can I require the trust to avoid investing in alcohol or tobacco companies?

May 10, 2025 by admin

The question of socially responsible investing within a trust is becoming increasingly common, and the answer, thankfully, is generally yes. …

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Can I require that trust funds be used for sustainable housing?

May 10, 2025 by admin

The question of directing trust funds towards specific causes, like sustainable housing, is a common one for Ted Cook, a …

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Can I require that property be maintained in historical condition?

May 10, 2025 by admin

The question of preserving a property’s historical character within a trust is a surprisingly complex one, often landing at the …

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Can I require that distributions be managed by a licensed advisor?

May 10, 2025 by admin

The question of controlling how trust distributions are managed is a common concern for grantors – those who create trusts. …

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Can I require that a family representative co-approve every major disbursement?

May 10, 2025 by admin

As a San Diego trust attorney, Ted Cook frequently encounters questions about control and oversight within trust administration, particularly regarding …

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