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Can a trustee be required to consult with family advisors?

June 7, 2025 by admin

The question of whether a trustee can be *required* to consult with family advisors is a complex one, heavily dependent …

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Can I allow for a rotating use of family-owned recreational properties?

June 7, 2025 by admin

The question of fairly and effectively managing the use of family-owned recreational properties—like vacation homes, cabins, or timeshares—is a surprisingly …

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Can I receive income from the trust?

June 7, 2025 by admin

Yes, depending on how the trust is structured, you can absolutely receive income from a trust, and this is a …

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Can a trust fund smart home automation for daily living needs?

June 7, 2025 by admin

The idea of using trust funds to facilitate smart home automation for daily living needs is becoming increasingly viable, and …

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Can I require regular financial updates from beneficiaries?

June 7, 2025 by admin

As a San Diego estate planning attorney, Ted Cook frequently encounters questions regarding the ongoing responsibilities of trustees and the …

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Can a trust hold a health savings account?

June 7, 2025 by admin

The question of whether a trust can hold a Health Savings Account (HSA) is increasingly relevant as individuals seek to …

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Can I specify trustee disqualification triggers for bias or fraud?

June 7, 2025 by admin

The question of specifying trustee disqualification triggers for bias or fraud is a critical one in estate planning, as it …

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Can I establish multi-tiered inheritance thresholds?

June 7, 2025 by admin

The ability to establish multi-tiered inheritance thresholds is a frequently asked question in estate planning, and the answer is a …

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Can a special needs trust fund long-term storage of medical records?

June 7, 2025 by admin

The question of whether a special needs trust (SNT) can fund the long-term storage of medical records is a nuanced …

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How do I settle an estate when no trust was created?

June 6, 2025 by admin

The flickering candlelight cast long shadows across Sarah’s worried face as she stared at the stack of legal documents. Her …

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