Can a special needs trust support peer accountability groups?
The question of whether a special needs trust (SNT) can fund peer accountability groups is nuanced, demanding a careful look …
Point Loma Estate Planning Law
Can I require beneficiaries to meet certain criteria before distribution?
The question of whether you can require beneficiaries to meet certain criteria before receiving distributions from a trust is a …
Can the trust allow early payouts in hardship cases?
Trusts, while often perceived as rigid structures dictating asset distribution, can indeed be drafted to accommodate early payouts in genuine …
Can I assign maintenance clauses for heirloom objects in a testamentary trust?
Yes, you absolutely can and often should assign maintenance clauses for heirloom objects within a testamentary trust, allowing for the …
Can the trust include access to emergency planning consultants?
Absolutely, a trust can, and in many forward-thinking estate plans, *should* include provisions for access to emergency planning consultants. This …
Can I require trustee term limits in a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …
Can I require trustee participation in future-proofing workshops or education?
The question of mandating trustee participation in workshops or continuing education regarding trust administration and future-proofing is complex, balancing the …
Can I require transparency reports from business-owning beneficiaries?
As a trustee, managing a trust with beneficiaries who own businesses presents unique challenges, particularly when it comes to ensuring …
Can I require the trustee to rotate investment classes periodically?
The question of whether you can require a trustee to periodically rotate investment classes within a trust is a nuanced …
Can I require the trustee to maintain insurance for all trust-held property?
As a San Diego trust attorney like Ted Cook often explains to clients, the question of requiring a trustee to …