Can I create a co-trustee model with rotating leadership?
The idea of a co-trustee model, especially one with rotating leadership, is gaining traction as families seek more collaborative and …
Point Loma Estate Planning Law
Can I authorize annual trust performance evaluations?
As a San Diego estate planning attorney, Ted Cook often fields questions about the ongoing management of trusts, and one …
Can I require certified financial planners to approve large disbursements?
The question of whether you can require certified financial planners (CFPs) to approve large disbursements from a trust is a …
Can I designate that excess income from the trust be reinvested?
Absolutely, designating the reinvestment of excess income from a trust is a common and strategically valuable practice, particularly in long-term …
Can the trust limit access to certain classes of assets?
Absolutely, a trust can be meticulously crafted to restrict access to specific asset classes, offering a nuanced level of control …
Can a trust include disaster resilience planning for beneficiaries?
The question of whether a trust can incorporate disaster resilience planning for beneficiaries is increasingly relevant in our era of …
Can a trust include behavioral benchmarks?
The question of whether a trust can include behavioral benchmarks is increasingly relevant in estate planning, particularly as families seek …
Can a trust include a cap on legal consultation hours annually?
The question of whether a trust can include a cap on annual legal consultation hours is surprisingly complex, and the …
Can a Trust Hold Inventory?
The question of whether a trust can hold inventory is surprisingly nuanced, and the answer isn’t a simple yes or …
Can a trust hold an emergency reserve fund?
The question of whether a trust can hold an emergency reserve fund is a common one for individuals planning for …