Can I cap lifetime distributions from the trust to prevent overuse?
As an estate planning attorney in San Diego, I frequently encounter clients concerned about maintaining control over assets even *after* …
Point Loma Estate Planning Law
Can I use a trust to fund diversity, equity, and inclusion initiatives?
The question of leveraging a trust to financially support diversity, equity, and inclusion (DEI) initiatives is becoming increasingly common as …
Can I assign family leaders to evaluate trust success annually?
Evaluating the success of a trust annually is a common practice, and assigning family leaders to participate in that evaluation …
Can a trust provide support for gender-affirming care?
Absolutely, a trust can be specifically designed to provide financial support for gender-affirming care, reflecting the evolving landscape of estate …
Can the trust include built-in protections for beneficiaries with special needs?
Absolutely, a trust can, and often *should*, include built-in protections for beneficiaries with special needs, offering a crucial safety net …
Can an ABLE account be rolled into a special needs trust?
The intersection of ABLE (Achieving a Better Life Experience) accounts and Special Needs Trusts (SNTs) is a frequently asked question …
Can a trustee force property sales to pay taxes?
The question of whether a trustee can force the sale of property to pay taxes is a frequent concern for …
Can a trustee be required to pass ethics exams at intervals?
The question of whether a trustee can be required to pass ethics exams at intervals is becoming increasingly relevant in …
Can a Trustee be Held Personally Liable?
The role of a trustee, particularly in the context of California trust law as practiced by attorneys like Ted Cook …
Can a trust withhold distributions until court orders are resolved?
The question of whether a trust can withhold distributions pending the resolution of court orders is a common one, particularly …