Can I define family voting thresholds for major trust changes?
The question of family voting thresholds for major trust changes is a common one for Ted Cook’s clients, especially those …
Point Loma Estate Planning Law
Can a bypass trust be used in community property states?
The utilization of bypass trusts, also known as credit shelter trusts, in community property states like California, Arizona, Nevada, New …
Can a CRT support capital campaigns of a specific charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can I require that heirs draft personal mission statements?
As an estate planning attorney in San Diego, I’m often asked about how to instill values and responsible financial stewardship …
Can a trustee be held personally liable?
The question of whether a trustee can be held personally liable is a critical one for anyone serving in that …
Can the trust provide income stabilization if a beneficiary loses their job?
The question of whether a trust can provide income stabilization for a beneficiary who loses their job is a common …
Can the trust provide for heirs experiencing long-term unemployment?
The question of whether a trust can provide for heirs experiencing long-term unemployment is a common one for Ted Cook, …
Can the trust provide bonuses for academic or career achievements?
The question of whether a trust can provide bonuses for academic or career achievements is a common one, particularly for …
Can the trust prohibit stock options as trustee compensation?
The question of whether a trust can prohibit stock options as trustee compensation is surprisingly nuanced, hinging on state laws, …
Can the trust prioritize investment in local economic development?
The question of whether a trust can prioritize investment in local economic development is a nuanced one, deeply rooted in …