Can a bypass trust include future-facing clauses based on social trends?
Bypass trusts, also known as credit shelter trusts, are powerful estate planning tools designed to maximize the use of estate …
Point Loma Estate Planning Law
Can I use estate planning to ensure my digital legacy is preserved?
The question of preserving a digital legacy is becoming increasingly vital in our modern world, and yes, estate planning can …
Can I limit trustee tenure through built-in expiration dates?
The question of limiting a trustee’s tenure with built-in expiration dates is a common one for clients of Ted Cook, …
Can I require trustee succession planning within the trust document?
Absolutely, proactively planning for trustee succession is not only possible but highly recommended within a comprehensive trust document, ensuring a …
Can a special needs trust subsidize subscription boxes for skill-building?
The question of whether a special needs trust (SNT) can subsidize subscription boxes designed for skill-building is a surprisingly common …
Can I reward philanthropic behavior through the trust?
The question of incorporating philanthropic incentives within a trust is becoming increasingly prevalent as individuals seek to align their wealth …
Can I revoke the trustee’s authority if they don’t meet performance standards?
The question of revoking a trustee’s authority due to poor performance is a common concern for those establishing or maintaining …
Can I restrict use of inherited money for luxury spending?
The question of controlling how inherited money is used, specifically restricting luxury spending, is a common concern for those establishing …
Can I restrict trustee access to certain digital platforms?
The question of restricting a trustee’s access to digital platforms—social media, email, online banking, and more—is becoming increasingly vital in …
Can I restrict trust funds from being used for gambling or addictions?
The question of whether you can restrict trust funds from being used for gambling or addictions is a common and …