Can I tie disbursements to charitable work done by the beneficiary?
The question of whether you can tie disbursements from a trust to charitable work performed by the beneficiary is a …
Point Loma Estate Planning Law
Can I require co-trustees to make decisions unanimously?
The question of whether you can require co-trustees to make decisions unanimously is a common one in estate planning, and …
Can a special needs trust cover resume-building software?
Navigating the financial aspects of caring for a loved one with special needs requires careful consideration, and a common question …
Can a CRT be leveraged to create matching challenges for public donors?
Charitable Remainder Trusts (CRTs) present a surprisingly effective, yet often overlooked, mechanism for stimulating public donations through matching challenges. While …
Why is it called “revocable”?
The term “revocable” in the context of a revocable living trust refers to the grantor’s – the person creating the …
Can I provide financial relief for caretakers of special-needs family members?
The question of providing financial relief for family members who dedicate their lives to caring for individuals with special needs …
Can I Provide a Trust Fund for Non-Family Caregivers?
The question of establishing a trust fund for non-family caregivers is becoming increasingly common as traditional family structures evolve and …
Can I prohibit use of trust funds for political lobbying?
The question of whether you can prohibit the use of trust funds for political lobbying is a common one, and …
Can I prohibit trust benefits for convicted felons?
The question of whether you can prohibit trust benefits for convicted felons is a complex one, deeply rooted in estate …
Can I prohibit political donations through the trust?
The question of whether you can prohibit political donations through a trust is a common one for Ted Cook, a …