Can a bypass trust help shield wealth from future legislative tax changes?
The ever-shifting landscape of tax law presents a significant challenge for high-net-worth individuals seeking to preserve their wealth for future …
Point Loma Estate Planning Law
Can I use a living trust to manage property during my life?
Yes, a living trust, also known as a revocable living trust, is a powerful tool not just for estate planning …
Can I fund a CRT through a charitable installment sale?
Yes, a charitable installment sale can be a powerful method to fund a Charitable Remainder Trust (CRT), offering both immediate …
Can I restrict access to trust assets for substance abuse issues?
The question of whether to restrict access to trust assets due to concerns about substance abuse is a complex one, …
Can a testamentary trust protect against creditors?
A testamentary trust, established within a will and coming into effect upon death, can offer a degree of creditor protection, …
Can I require documentation for all trust-related purchases?
As a trustee, managing assets held within a trust demands meticulous record-keeping and adherence to fiduciary duties. The question of …
Can I require digital privacy protections for trust communication?
In an increasingly digital world, the question of maintaining privacy surrounding trust administration is paramount. Many individuals are understandably concerned …
Can I require co-signatures for asset transfers from trust-owned accounts?
The question of requiring co-signatures on asset transfers from trust-owned accounts is a frequent one for Ted Cook, a Trust …
Can I require college enrollment to trigger trust payments?
Establishing a trust is a powerful estate planning tool, allowing you to dictate how and when assets are distributed to …
Can I require beneficiary attendance at estate literacy workshops?
The question of mandating beneficiary attendance at estate literacy workshops is a surprisingly common one for Ted Cook, a trust …