Can the trust include a voting system for amendments among heirs?
Absolutely, a trust can indeed incorporate a voting system for amendments among heirs, offering a dynamic and collaborative approach to …
Point Loma Estate Planning Law
Do beneficiaries pay taxes on trust distributions?
Navigating the tax implications of trust distributions can be complex, but understanding the basics is crucial for both trustees and …
Can I establish a review process for beneficiary progress toward personal goals?
Establishing a review process for beneficiary progress toward personal goals within a trust is a complex but increasingly popular concept, …
What happens if the beneficiary becomes ineligible for government benefits?
A crucial, often overlooked, aspect of estate planning is considering the potential impact of inheritances on a beneficiary’s eligibility for …
Can I require that no single investment exceed a certain percentage of the portfolio?
Absolutely, implementing concentration limits within a trust or estate portfolio is a common and prudent practice, especially given the increasing …
Can the trust require periodic review of distribution formulas?
The question of whether a trust can require periodic review of distribution formulas is a common one for Ted Cook, …
Can the trust require all distributions be approved by a family advisor?
The question of whether a trust can require all distributions to be approved by a family advisor is a common …
Can the trust reimburse security equipment purchases for safety at home?
The question of whether a trust can reimburse for security equipment purchases for home safety is a common one, particularly …
Can the trust provide technology grants to beneficiaries for accessibility needs?
The question of whether a trust can provide technology grants to beneficiaries for accessibility needs is a surprisingly common one, …
Can the trust provide renewable grants for passion projects?
The question of whether a trust can provide renewable grants for passion projects is a surprisingly common one, particularly amongst …