Can I require regular financial updates from beneficiaries?
As a San Diego estate planning attorney, Ted Cook frequently encounters questions regarding the ongoing responsibilities of trustees and the …
Point Loma Estate Planning Law
Can a trust hold a health savings account?
The question of whether a trust can hold a Health Savings Account (HSA) is increasingly relevant as individuals seek to …
Can I specify trustee disqualification triggers for bias or fraud?
The question of specifying trustee disqualification triggers for bias or fraud is a critical one in estate planning, as it …
Can I establish multi-tiered inheritance thresholds?
The ability to establish multi-tiered inheritance thresholds is a frequently asked question in estate planning, and the answer is a …
Can a special needs trust fund long-term storage of medical records?
The question of whether a special needs trust (SNT) can fund the long-term storage of medical records is a nuanced …
Can the trust mandate age-specific needs assessments?
The question of whether a trust can mandate age-specific needs assessments is increasingly relevant as the population ages and individuals …
Can the trust invest in real estate development projects?
The question of whether a trust can invest in real estate development projects is a common one for Ted Cook, …
Can the trust include rules for socially conscious investment only?
The question of whether a trust can include rules for socially conscious investment only is increasingly common, reflecting a growing …
Can the trust include legal protections for non-traditional family caregivers?
The question of providing legal protections for non-traditional family caregivers within a trust is gaining increasing importance. Traditionally, estate planning …
Can the trust include family bonding funds for retreats or therapy?
The modern estate plan, expertly crafted by a trust attorney like Ted Cook in San Diego, extends far beyond simply …