Can I exclude individuals based on relationship status?
The question of whether you can exclude individuals from your estate plan based on their relationship status is a surprisingly …
Point Loma Estate Planning Law
How is a special needs trust terminated?
A special needs trust (SNT), designed to provide for a person with disabilities without jeopardizing their public benefits, isn’t a …
Can a trust hold inventory?
Yes, a trust can absolutely hold inventory, though the specifics depend on the type of trust and its terms, as …
Do beneficiaries pay taxes on distributions from the trust?
The question of whether beneficiaries pay taxes on distributions from a trust is a common one, and the answer, predictably, …
Can the trust create a reserve to cover trust litigation costs?
Trust litigation, while hopefully avoidable, is a reality that estate planning attorneys like Ted Cook in San Diego prepare clients …
Can I restrict access to trust advisors based on confidentiality compliance?
The question of restricting access to trust advisors while maintaining confidentiality compliance is paramount in estate planning and trust administration, …
Can I require video documentation of beneficiary use of funds?
The question of whether a grantor can require video documentation of beneficiary use of funds distributed from a trust is …
Can I require trustees to report to a third-party ethics committee?
The question of whether you can require trustees to report to a third-party ethics committee is complex and depends heavily …
Can I require trustees to document every major decision?
As a San Diego trust attorney, Ted Cook frequently encounters questions regarding trustee responsibilities and oversight. A central concern for …
Can I require trustee rotation after a specific number of years?
The question of whether you can require trustee rotation after a specific number of years is a common one for …