What is a charitable remainder trust?
A charitable remainder trust (CRT) is an irrevocable trust that provides an income stream to the donor (or other designated …
Point Loma Estate Planning Law
Can a bypass trust delay distributions until grandchildren reach adulthood?
Yes, a bypass trust, also known as a credit shelter trust, can be strategically designed to delay distributions to grandchildren …
Can I establish a quarterly review process for discretionary distributions?
Establishing a quarterly review process for discretionary distributions is not only possible, but often a best practice for prudent trust …
Can I use estate planning to manage access to cloud storage accounts?
The digital age has created a new frontier in estate planning, extending beyond traditional assets like property and finances to …
Can I tie usage of estate properties to community enrichment efforts?
The question of whether estate properties can be leveraged for community enrichment is increasingly relevant as demographics shift and philanthropic …
Can I make attendance at annual family meetings a requirement for distribution?
The question of whether to tie trust distributions to attendance at annual family meetings is a common one for Ted …
Can I make a trust that activates only if the beneficiary becomes disabled?
Absolutely, you can establish a trust that activates only upon the beneficiary experiencing a disability, often referred to as a …
Can I link trust funds to the performance of family investments?
The question of linking trust funds to the performance of family investments is a common one for Ted Cook, a …
Can I link inheritance to child-rearing practices or family engagement?
The question of whether inheritance can, or should, be linked to child-rearing practices or family engagement is a complex one, …
Can I limit trustee liability through indemnity clauses?
Serving as a trustee is a significant responsibility, often carrying personal financial risk. While a trustee has a fiduciary duty …