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 …
Point Loma Estate Planning Law
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 …
Can the trust support fundraising event participation fees?
The question of whether a trust can support fundraising event participation fees is surprisingly complex, heavily dependent on the specific …