Can I limit what types of assets the trust can invest in?
Absolutely, you can and often should limit the types of assets a trust can invest in, tailoring it to your …
Point Loma Estate Planning Law
Is a living trust suitable for single individuals?
For single individuals, the question of whether a living trust is suitable often arises from a misunderstanding that these estate …
Can I mandate equalization clauses for lifetime gifts?
Equalization clauses in the context of lifetime gifts allow a settlor—the person making the gift—to treat gifts made during their …
What happens if a trust becomes insolvent?
Trust insolvency, while not a frequent occurrence, presents a complex legal situation that requires careful navigation. It arises when a …
Can the trust support development of family-focused mental health resources?
Establishing a trust isn’t solely about financial legacies; it’s a powerful tool for enacting deeply held values, and increasingly, families …
Can I include a clause requiring annual family meetings?
The question of incorporating a requirement for annual family meetings within a trust document is a surprisingly common one for …
Can I include a charitable giving provision in the trust?
The question of incorporating charitable giving into a trust is a common one for individuals seeking to manage their estates …
Can I incentivize beneficiaries to remain in specific geographic areas?
The question of incentivizing beneficiaries to remain in a particular geographic area is a surprisingly common one for Ted Cook, …
Can I Hold Timber or Mineral Rights in a Trust?
The question of whether you can hold timber or mineral rights within a trust is a common one, particularly in …
Can I give the trustee discretion to delay distributions?
The question of granting a trustee discretion over distribution timing is a common one for those establishing trusts, especially here …