Can I use the trust to fund only certain types of education?
Absolutely, a trust can be meticulously crafted to fund only specific types of education, offering a granular level of control …
Point Loma Estate Planning Law
Can I restrict the trust from making certain types of investments?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to exert control even *after* they’re gone, …
Can I specify a formula to calculate yearly distributions?
Yes, absolutely you can specify a formula to calculate yearly distributions within a trust, and it’s a crucial aspect of …
Can a bypass trust purchase and manage a life insurance policy on the spouse?
Absolutely, a bypass trust – also known as a credit shelter trust or an A-B trust – can indeed purchase …
Can I be a beneficiary of my own irrevocable trust?
The question of whether you can be a beneficiary of your own irrevocable trust is complex and depends heavily on …
Can I allow third-party audits of trust activity?
The question of allowing third-party audits of trust activity is complex, heavily dependent on the specific trust document, state law, …
Can I allow the trust to allocate funds to reforestation efforts?
The question of whether a trust can allocate funds to reforestation efforts is increasingly common, reflecting a growing desire among …
Can I Allow Partial Early Vesting of Trust Interests for Merit-Based Criteria?
The question of whether you can allow partial early vesting of trust interests based on merit-based criteria is a nuanced …
Can I allow heirs to pool distributions for group investments?
The question of whether heirs can pool trust distributions for group investments is a common one for Ted Cook, a …
Can I allow early distributions from the trust if estate tax law changes?
The question of allowing early distributions from a trust in response to potential changes in estate tax law is a …