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 …
Point Loma Estate Planning Law
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 …
Can I prohibit payment of private tuition or elite schooling with trust funds?
The question of whether a grantor can prohibit the use of trust funds for specific expenses, such as private tuition …