Can I set up a bypass trust for my spouse in my will?
The question of establishing a bypass trust for a spouse within a will is a common one for estate planning, …
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Can I set milestone bonuses for first-time homeownership?
The question of whether you can set milestone bonuses for first-time homeownership, specifically within the framework of a trust, is …
Can I set guidelines for private education funding in my estate plan?
The question of funding future private education expenses within an estate plan is a common one, particularly for parents and …
Can I set different terms for different beneficiaries?
The question of whether you can set different terms for different beneficiaries within an estate plan, specifically a trust, is …
Can I set asset thresholds for triggering principal distributions?
The question of whether you can set asset thresholds for triggering principal distributions within a trust is a common one …
Can I set aside a fund for beneficiaries to collaborate on social impact campaigns?
The idea of establishing a fund within an estate plan specifically designed for beneficiaries to collectively engage in social impact …
Can I set a minimum age for beneficiaries to receive assets?
The question of when beneficiaries receive assets from a trust is a cornerstone of thoughtful estate planning, and the answer …
Can I restrict trustees from making investment decisions without consensus?
The question of restricting trustees from making investment decisions without consensus is a common one for Ted Cook, a trust …
Can I restrict trust management to a specific type of financial institution?
The question of whether you can restrict trust management to a specific type of financial institution is a common one …
Can I restrict the trust from making certain types of investments?
The question of restricting trust investments is a common one for those establishing a trust with a San Diego trust …