Can I change the beneficiaries of a bypass trust after it’s created?
The question of whether you can change beneficiaries of a bypass trust after its creation is complex and depends heavily …
Point Loma Estate Planning Law
Can a testamentary trust provide education funding?
A testamentary trust, established through a will and taking effect after death, is a powerful tool for managing assets and …
Can a CRT work in tandem with a succession plan for nonprofit leadership?
The intersection of Charitable Remainder Trusts (CRTs) and succession planning for nonprofit leadership is a surprisingly powerful, yet often overlooked, …
Can a testamentary trust support the development of family-owned land?
A testamentary trust, established through a will and taking effect upon death, can indeed be a powerful tool for supporting …
Can a CRT be used to transition ownership of a family business?
Certainly, a Charitable Remainder Trust (CRT) can be a powerful tool for transitioning ownership of a family business, offering a …
Can a trust be split among multiple family members?
The question of whether a trust can be split among multiple family members is a common one for Ted Cook, …
Can a trust be managed entirely online?
The question of whether a trust can be managed entirely online is increasingly relevant in our digitally-driven world. While the …
Can a trust be funded with property instead of cash?
The question of whether a trust can be funded with property instead of cash is a common one for individuals …
Can a trust be coordinated with vocational rehabilitation programs?
The intersection of special needs trusts and vocational rehabilitation (VR) programs is a crucial, yet often overlooked, aspect of planning …
Can a trust automatically adjust for inflation in distributions?
The question of whether a trust can automatically adjust for inflation in distributions is a crucial one for beneficiaries and …