Can a trust include guardianship provisions?
Absolutely, a trust can and often *should* include guardianship provisions, especially when parents or guardians have minor children or dependents …
Point Loma Estate Planning Law
What are the trustee’s responsibilities?
Serving as a trustee is a significant undertaking, demanding both legal acumen and a deep sense of fiduciary duty; it’s …
Can I provide for periodic lump-sum gifts in addition to ongoing income?
Absolutely, crafting an estate plan that balances ongoing financial support with occasional larger gifts is not only possible, but a …
How do I set up an irrevocable trust?
Establishing an irrevocable trust is a significant step in estate planning, offering asset protection and potential tax benefits, but it …
Can a trustee withhold distributions if a beneficiary is in prison?
The question of whether a trustee can withhold distributions from a trust to a beneficiary who is incarcerated is surprisingly …
Can the trust create a digital time capsule archive for family legacy?
The concept of preserving family history and values for future generations is a deeply ingrained human desire. Traditionally, this was …
Can the Trust Cover Mobile Medical Alert Subscriptions?
The question of whether a trust can cover mobile medical alert subscriptions is a common one for Ted Cook, a …
Can the trust cover accessible tourism costs for educational trips?
The question of whether a trust can cover accessible tourism costs for educational trips is a surprisingly common one for …
Can the trust buy annuities to match lifetime payout obligations?
The question of whether a trust can purchase annuities to satisfy lifetime payout obligations is a common one for Ted …
Can the trust be used to provide grants to family nonprofit startups?
The question of utilizing a trust to fund family nonprofit startups is a common one, particularly among successful individuals looking …