Can I set conditions on distributions?
Absolutely, setting conditions on distributions from a trust is a common and powerful estate planning tool, allowing you to maintain …
Point Loma Estate Planning Law
Can I require trustee succession planning?
Succession planning for a trust is often overlooked, yet it’s a critical component of ensuring your wishes are carried out …
Can a trust be used to protect assets for my children?
Absolutely, a trust is a powerful tool to safeguard and grow assets for your children, offering benefits far beyond simple …
Can I establish a bypass trust in a different state for tax reasons?
Establishing a bypass trust, also known as a credit shelter trust, is a common estate planning strategy used to minimize …
Can I transfer vehicles into an irrevocable trust?
Transferring vehicles into an irrevocable trust is a common estate planning strategy, but it requires careful consideration to ensure it …
Can the trust pay for service dog insurance or upkeep?
The question of whether a trust can pay for service dog insurance or upkeep is a common one for Ted …
Can the trust pay for nutrition planning apps recommended by a doctor?
The question of whether a trust can pay for nutrition planning apps recommended by a doctor is a surprisingly common …
Can the Trust Pay for Fiduciary Liability Insurance?
The question of whether a trust can pay for fiduciary liability insurance is a common one for Ted Cook, a …
Can the trust pay for ergonomic assessments at school or work?
The question of whether a trust can cover the cost of ergonomic assessments – for either a student’s school setup …
Can the trust pay for counseling or rehab services?
The question of whether a trust can cover expenses like counseling or rehabilitation services is a surprisingly common one for …