Can I set performance goals for the trustee?
Establishing clear performance expectations for a trustee is a critical, yet often overlooked, aspect of effective trust administration and ensuring …
Point Loma Estate Planning Law
Can a special needs trust include reward-based savings incentives?
Absolutely, a special needs trust can, and often *should*, incorporate reward-based savings incentives, but it requires careful structuring to remain …
Can a special needs trust fund educational speaker series attendance?
The question of whether a special needs trust (SNT) can cover the costs of attending an educational speaker series is …
Can I build-in an emergency response fund within the estate?
Absolutely, incorporating an emergency response fund within your estate plan is a proactive step towards securing your family’s future and …
Can I require a commitment to sobriety to access funds?
The question of whether you can legally and ethically require a commitment to sobriety as a condition for accessing funds …
Can I prohibit trustee investment in fossil fuel companies?
The question of whether you can prohibit a trustee from investing in fossil fuel companies is increasingly common, reflecting a …
Can I prohibit selling assets to non-family members?
The question of restricting asset sales within a trust to only family members is a common one for Ted Cook, …
Can I prohibit income-sharing arrangements with unrelated parties?
The question of prohibiting income-sharing arrangements with unrelated parties within a trust is a complex one, deeply rooted in the …
Can I prohibit distributions during economic recessions?
The question of whether you can prohibit distributions from a trust during economic recessions is a common one for Ted …
Can I prioritize one beneficiary over another for business assets?
The question of prioritizing beneficiaries, particularly when dealing with business assets within a trust, is a common one for Ted …