Can a trust be created for a couple but split later?
Yes, a trust can absolutely be created for a couple and subsequently split, though the process isn’t always simple and …
Point Loma Estate Planning Law
Can a bypass trust own a limited liability company (LLC)?
Yes, a bypass trust, also known as a B trust or a credit shelter trust, can absolutely own a limited …
Can a special needs trust pay for educational expenses?
Yes, a special needs trust can indeed pay for educational expenses, but navigating the rules requires careful planning and understanding …
Can I link disbursements to benchmarks in career growth or entrepreneurship?
The strategic allocation of financial resources, or “disbursements,” is undeniably linked to achieving milestones in both career advancement and entrepreneurial …
Can a CRT remainder be earmarked for climate action programs?
Charitable Remainder Trusts (CRTs) offer a compelling avenue for individuals to support causes they care about while simultaneously enjoying income …
Can I exclude a specific line of descendants from receiving benefits?
The question of excluding specific descendants from trust benefits is a remarkably common one for Ted Cook, a Trust Attorney …
Can I establish rules for sustainability ratings of trust investments?
The question of integrating sustainability ratings into trust investments is gaining significant traction, particularly in San Diego where forward-thinking individuals …
Can I establish one trust for multiple disabled family members?
Establishing a trust for a family member with disabilities is a significant step towards securing their future, and the question …
Can I establish a trust library for managing financial education resources?
The concept of establishing a “trust library” to manage financial education resources is innovative and increasingly relevant in a world …
Can I establish a quarterly review process for discretionary distributions?
Establishing a quarterly review process for discretionary distributions within a trust is not only possible, but often a very prudent …