Can I include special provisions for adopted children in the trust?
Absolutely, including special provisions for adopted children within a trust is not only possible, but often a crucial part of …
Point Loma Estate Planning Law
Can a trustee be instructed to work with specific financial tech platforms?
The question of whether a trustee can be instructed to work with specific financial tech platforms is increasingly relevant in …
Can a special needs trust support the beneficiary’s job training or career goals?
Absolutely, a well-structured special needs trust can and should be a powerful tool to support a beneficiary’s job training or …
Can I require annual sustainability reports from the trustee?
The increasing focus on Environmental, Social, and Governance (ESG) factors has led many grantors to consider the ethical and sustainable …
Can a special needs trust support video production for public awareness?
Absolutely, a special needs trust can, under certain circumstances, support video production for public awareness, but it requires careful consideration …
Can I provide for multilingual trust documentation access?
The question of providing multilingual access to trust documentation is becoming increasingly pertinent as San Diego, and California as a …
Can I provide additional funds for beneficiaries who adopt or foster children?
The question of supplementing trust distributions to beneficiaries who embark on the rewarding, yet financially demanding, path of adoption or …
Can I protect against estate taxes in both my state and federally?
Estate planning is often approached with the goal of simply distributing assets after one’s passing, but a crucial component frequently …
Can I prohibit use of funds for plastic surgery or cosmetic procedures?
The question of restricting how beneficiaries use trust funds, specifically to prevent things like plastic surgery or cosmetic procedures, is …
Can I prohibit the trust from investing in certain industries?
As a San Diego trust attorney like Ted Cook understands, the power to direct a trust’s investments is a core …