Can I include life coaching or mentorship funding in the trust plan?
The question of incorporating funding for life coaching or mentorship within a trust plan is increasingly relevant as individuals prioritize …
Point Loma Estate Planning Law
Can I link financial literacy app use to early access of trust funds?
The idea of incentivizing financial literacy with early access to trust funds is gaining traction as a potential method to …
What is a generation-skipping testamentary trust?
A generation-skipping testamentary trust (GSTT) is a powerful estate planning tool designed to transfer assets to grandchildren or more remote …
Can a trust be used to support legacy planning and ethical wills?
Absolutely, a trust is a powerful tool not only for managing assets but also for facilitating legacy planning and enshrining …
What are the advantages of a testamentary trust?
A testamentary trust, established within a will, offers a powerful tool for managing and distributing assets after one’s passing, providing …
Can I designate a protector or trust advisor for oversight?
Establishing a trust is a powerful estate planning tool, but it’s not a ‘set it and forget it’ endeavor. While …
Can I designate a CRT remainder to fund a donor-named lecture series?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income during their lifetime (or …
Can I demand beneficiary media training prior to receiving public-facing roles tied to trust assets?
The question of whether a beneficiary can “demand” media training before assuming a public-facing role connected to trust assets is …
Can I delay distributions to beneficiaries using a trust?
The question of delaying distributions to trust beneficiaries is a common one for Ted Cook, a Trust Attorney in San …
Can I define financial support rules for temporary disability through the trust?
Establishing financial support rules within a trust for temporary disability is a common and incredibly valuable planning tool, especially within …