Can I put family heirlooms in the trust with instructions?
The question of including family heirlooms within a trust is a common one for estate planning, and the answer is …
Can I Provide Investment Matching Contributions to Heirs’ Retirement Accounts?
The question of whether you can provide investment matching contributions to heirs’ retirement accounts is a complex one, deeply intertwined …
Can I provide funding for children’s tutoring or therapy through the trust?
The question of whether a trust can fund children’s tutoring or therapy is a common one for parents and grandparents …
Can I provide for environmental conservation through the trust?
The idea of weaving environmental stewardship into estate planning is gaining significant traction, reflecting a growing desire to leave a …
Can I provide bonus disbursements for heirs who earn advanced degrees?
The question of incentivizing educational achievement within a trust is a common one, and thankfully, quite achievable with careful planning. …
Can I protect trust assets from inflation through diversified holdings?
The preservation of wealth within a trust is a primary goal for many individuals and families, especially in the face …
Can I prohibit use of trust funds for political lobbying or PAC donations?
The question of restricting the use of trust funds for political activities – specifically lobbying or contributions to Political Action …
Can I prevent disbursements if a beneficiary is facing bankruptcy?
As a trust attorney in San Diego, Ted Cook frequently encounters questions about protecting trust assets from the financial difficulties …
Can I prevent a beneficiary from spending irresponsibly?
As a San Diego trust attorney like Ted Cook often advises, the concern about beneficiaries mismanaging inherited funds is remarkably …
Can I plan for tax-efficient transfer of foreign assets?
The question of tax-efficient transfer of foreign assets is increasingly pertinent in today’s globalized world. Many individuals and families have …