Can a testamentary trust fund apprenticeships in lieu of college tuition?
Testamentary trusts, established through a will and taking effect after death, offer a surprisingly flexible vehicle for supporting future generations, …
Point Loma Estate Planning Law
Can I require monthly budget reports from the trustee?
As a beneficiary of a trust, the ability to receive regular financial reports, like monthly budget reports, from the trustee …
Can I mandate that the trust offer mentorship stipends?
The question of whether a trust can mandate mentorship stipends is a fascinating intersection of estate planning, charitable giving, and …
Can a special needs trust offer disaster evacuation planning?
The question of whether a special needs trust (SNT) can incorporate disaster evacuation planning is increasingly relevant, particularly in regions …
Can a special needs trust provide customized wearable tech for mobility tracking?
The question of whether a special needs trust can fund customized wearable tech for mobility tracking is increasingly relevant as …
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 …
Can I restrict political lobbying using trust income?
The question of whether trust income can be used for political lobbying is complex, deeply rooted in both trust law …
Can I restrict how trust funds are used by the beneficiaries?
The question of whether you can restrict how trust funds are used by beneficiaries is a central one for many …