Can a testamentary trust be terminated early?
Testamentary trusts, created within a will and taking effect after death, are powerful tools for managing assets and providing for …
Point Loma Estate Planning Law
Can I designate a family mentor role in the trust?
The question of incorporating a “family mentor” role within a trust is gaining traction as estate planning evolves beyond simply …
Can I integrate my estate plan with family philanthropy goals?
Absolutely, integrating your estate plan with family philanthropy goals is not only possible but a powerful way to solidify your …
Can a trust be reinstated if revoked by mistake?
The question of reinstating a trust after accidental revocation is a surprisingly common one, and the answer, as with most …
Can I require trustee approval from an independent party?
Establishing a trust is a powerful tool for managing and distributing assets, but ensuring its proper administration requires careful consideration …
Can I link trust access to civic involvement metrics?
The question of whether one can link trust access—specifically, who controls or benefits from a trust—to civic involvement metrics is …
Can I limit what types of assets the trust can invest in?
The question of limiting investment types within a trust is a remarkably common one, and the answer is a resounding …
Can I limit trust fund access to beneficiaries with stable employment?
The question of whether you can limit trust fund access to beneficiaries based on their employment status is a common …
Can I limit the trust’s ability to invest in certain industries?
The question of whether you can limit a trust’s investment choices, specifically excluding certain industries, is a common one for …
Can I limit or ban investments in certain industries?
As a grantor establishing a trust with Ted Cook, a San Diego trust attorney, you absolutely have the power to …