Can a trust provide gap-year stipends with specific goals?
Yes, a trust can absolutely be structured to provide gap-year stipends with specific, measurable goals, offering a powerful tool for …
Point Loma Estate Planning Law
Can a CRT be dissolved if the beneficiary charity is no longer qualified?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can I create a trust that includes stepchildren?
The question of whether you can include stepchildren in a trust is a common one for blended families navigating estate …
Can I use a trust to pay for long-term care insurance?
The question of whether a trust can be used to pay for long-term care insurance is a common one, and …
Can I require the trust to hold sustainability ratings across its portfolio?
The increasing demand for socially responsible investing has led many trust beneficiaries to inquire about incorporating Environmental, Social, and Governance …
Can I authorize digital estate management companies in my documents?
The question of whether you can authorize digital estate management companies within your estate planning documents is increasingly relevant in …
Can I attach ethical guidelines to inheritance conditions?
The question of whether you can attach ethical guidelines to inheritance conditions is a surprisingly common one for Ted Cook, …
Can I assign roles for family members in my estate’s charitable giving?
The question of incorporating family members into the execution of charitable giving within an estate plan is a surprisingly common …
Can I assign oversight responsibility for the charity’s use of remainder funds?
The question of assigning oversight responsibility for a charity’s use of remainder funds within a trust is a critical one, …
Can I assign guardianship powers in a testamentary trust?
The question of whether you can assign guardianship powers within a testamentary trust is a common one for parents and …