Can my trust become irrevocable automatically?
The question of whether a trust can become irrevocable automatically is a common one for estate planning clients in San …
Point Loma Estate Planning Law
Can I require annual accounting of trust activities to beneficiaries?
As an estate planning attorney in San Diego, I frequently encounter questions regarding transparency and oversight in trust administration, and …
Can a bypass trust be funded with employee stock options?
The question of whether a bypass trust can be funded with employee stock options is a complex one, demanding careful …
Can a testamentary trust include animal care endowments for conservation?
Yes, a testamentary trust can absolutely include animal care endowments for conservation, offering a powerful way to ensure the long-term …
Can I fund apprenticeships or trade school instead of college?
The rising cost of traditional four-year colleges has prompted many families to explore alternative paths to career success, and increasingly, …
Can I restrict trust investments to U.S.-based companies?
The question of whether you can restrict trust investments to U.S.-based companies is a common one for individuals establishing trusts, …
Can I restrict the trust from investing in high-risk emerging markets?
The question of controlling investment choices within a trust is a common one, and thankfully, the answer is generally yes, …
Can I restrict political donation funding from trust disbursements?
The question of whether you can restrict political donation funding from trust disbursements is a common one for Ted Cook, …
Can I restrict how trust funds are spent?
The question of whether you can restrict how trust funds are spent is a cornerstone of estate planning, and a …
Can I restrict foreign travel funding during pandemics or emergencies?
The question of restricting foreign travel funding during pandemics or emergencies is complex, intersecting legal considerations, trust document provisions, and …