Can the trust reimburse travel for medical procedures?
Navigating healthcare often extends beyond the confines of local medical facilities, and individuals frequently seek specialized treatment or second opinions …
Point Loma Estate Planning Law
Can I take out a home equity line on property held in a trust?
Navigating home equity lines of credit (HELOCs) when property is held within a trust requires careful consideration, as it’s not …
Can I direct how funds are used for grandchildren’s education?
Planning for the future often includes a desire to support loved ones, and many clients ask if they can specifically …
Can I build in mechanisms to prevent concentration of power in one trustee?
The concentration of power in a single trustee can be a significant risk in trust administration, potentially leading to conflicts …
Can the trust own fractional shares of a family business?
Yes, a trust can absolutely own fractional shares of a family business, and it’s a surprisingly common and effective estate …
Can I require beneficiaries to complete a mentorship program?
The question of whether a grantor can require beneficiaries to complete a mentorship program as a condition of receiving trust …
Can I require annual updates to the estate plan by trustees?
The question of mandating annual updates to an estate plan by trustees is a common one for Ted Cook, a …
Can I require annual performance reviews of trust asset managers?
As a beneficiary or trustee of a trust, understanding the performance of the assets managed on your behalf is paramount. …
Can I require annual accounting of trust activities to beneficiaries?
The question of whether beneficiaries can require annual accounting of trust activities is a common one for Ted Cook, a …
Can I require all trustees to sign off on distributions?
The question of whether you can require all trustees to sign off on distributions is a common one, especially for …