Can I restrict access to financial records of the trust?
Navigating the world of trusts involves carefully balancing transparency with privacy, and the question of restricting access to financial records …
Point Loma Estate Planning Law
Can a bypass trust be established with portability planning in mind?
Yes, a bypass trust – also known as a credit shelter trust or an A-B trust – can absolutely be …
Can a bypass trust be used to establish a family endowment fund?
A bypass trust, also known as a credit shelter trust, can indeed be a powerful tool in establishing a family …
Can I require language access services as part of the CRT’s remainder use?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can I appoint someone to act as a family historian through the trust?
The idea of designating a family historian within a trust is an increasingly popular consideration for individuals seeking to preserve …
Can I include digital literacy requirements for accessing digital assets?
The question of incorporating digital literacy requirements for accessing digital assets within a trust is becoming increasingly relevant as our …
Can I include community advisory board approval for CRT payouts?
The question of incorporating community advisory board approval for Charitable Remainder Trust (CRT) payouts is a fascinating one, particularly within …
Can I include charitable obligations in the estate structure?
The question of integrating charitable giving into estate planning is a frequent one for Ted Cook, a Trust Attorney in …
Can I include backup beneficiaries?
The question of whether you can include backup, or contingent, beneficiaries in your trust is a foundational one for estate …
Can I include annual reviews of the trustee’s performance?
The question of whether to include annual reviews of a trustee’s performance is a critical one in trust administration, particularly …