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 …
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 Support Payment for Personal Writing Coaches?
The question of whether a trust can support payments for personal writing coaches is a surprisingly common one, particularly among …
Can a trust support estate tax planning for other family members?
Estate tax planning isn’t a solitary endeavor; it frequently extends to encompass the financial well-being of family members beyond the …
Can a trust sponsor community service hours with structured supervision?
The question of whether a trust can sponsor community service hours with structured supervision is a surprisingly complex one, deeply …
Can a trust restrict resale of homes funded by the trust?
The question of whether a trust can restrict the resale of homes funded by the trust is a nuanced one, …
Can a trust require proof of residence?
The question of whether a trust can require proof of residence is a common one, especially for those establishing or …