Can I require mandatory trustee audits every 5 years?
As an estate planning attorney in San Diego, I often field questions about oversight and accountability for those entrusted with …
Point Loma Estate Planning Law
Can I include charitable donations in my estate plan?
Yes, absolutely you can and many find great fulfillment in leaving a legacy of giving through their estate plan, it’s …
Can I require asset diversification within the trust?
Absolutely, requiring asset diversification within a trust is not only possible but often a very prudent and recommended practice, particularly …
Can a special needs trust include digital literacy coaching for seniors with disabilities?
Absolutely, a special needs trust can, and in many cases *should*, include provisions for digital literacy coaching for seniors with …
Can I assign fiduciary succession protocols?
The question of whether you can assign fiduciary succession protocols is crucial for ensuring the seamless continuation of trust and …
Do beneficiaries pay taxes on testamentary trust distributions?
Testamentary trusts, created through a will, present unique tax implications for beneficiaries receiving distributions. Unlike living trusts established during a …
Can the trustee withhold distributions?
The question of whether a trustee can withhold distributions from a trust is a frequent one for Ted Cook, a …
Can the trustee distribute only a portion of interest income?
Trust administration often presents nuanced questions, and the inquiry of whether a trustee can distribute only a portion of interest …
Can the trust support the purchase of social-emotional learning tools?
The question of whether a trust can support the purchase of social-emotional learning (SEL) tools is increasingly common as families …
Can the trust support legal guardianship transitions?
Navigating the complexities of legal guardianship, especially when interwoven with trust administration, requires careful planning and a comprehensive understanding of …