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, …
Point Loma Estate Planning 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 …
Can I Allow Beneficiaries to Decline Distributions Without Penalty?
The question of whether beneficiaries can decline distributions from a trust without penalty is a surprisingly common one for Ted …