Can the trust hold ownership of a family vacation home?
Yes, a trust can absolutely hold ownership of a family vacation home, and in many cases, it’s a highly advantageous …
Point Loma Estate Planning Law
Can I set asset thresholds for triggering principal distributions?
Yes, absolutely, establishing asset thresholds to trigger principal distributions within a trust is a common and powerful estate planning technique …
What happens if I get divorced?
Divorce is a profoundly disruptive life event, and its implications extend far beyond the emotional toll; it significantly impacts estate …
Can I include a family mission statement in the trust?
The question of whether a family mission statement can be included within a trust is increasingly common as estate planning …
Can a testamentary trust fund intergenerational housing projects?
A testamentary trust, established through a will and taking effect after death, presents a fascinating, though complex, avenue for funding …
Can I require psychological interviews prior to distributions?
The question of whether you can require psychological interviews before distributing assets from a trust is complex, deeply rooted in …
Can I require professional certifications for trustees?
The question of whether you can require professional certifications for trustees is multifaceted and largely depends on the specifics of …
Can I require periodic reassessment of family needs for trust distribution planning?
The question of whether you can require periodic reassessment of family needs for trust distribution planning is central to creating …
Can I require my trustee to work with a specific law firm or advisor?
The question of whether you can dictate which legal counsel or financial advisor your trustee must utilize is a surprisingly …
Can I require mandatory trustee retreats every two years?
The question of whether you can *require* mandatory trustee retreats every two years, as a trust attorney like Ted Cook …