Can I tie payments to macroeconomic benchmarks?
The question of whether you can tie payments to macroeconomic benchmarks within estate planning, particularly concerning trusts, is increasingly relevant …
Point Loma Estate Planning Law
Can a trust include requirements for cybersecurity hygiene?
The modern landscape demands a re-evaluation of traditional estate planning, extending beyond financial assets and physical property to encompass the …
Can I require independent oversight of trustee decisions?
The question of whether you can require independent oversight of trustee decisions is a crucial one for anyone establishing a …
Can a trust penalize irresponsible spending?
A thoughtfully drafted trust can absolutely be designed to discourage or even penalize irresponsible spending by a beneficiary, although it’s …
Can I assign ratings to beneficiaries to prioritize distributions?
The question of whether you can “rate” beneficiaries to prioritize distributions is a common one in estate planning, and the …
Can I require lifestyle assessments before major distributions?
As a San Diego trust attorney, Ted Cook frequently encounters clients grappling with the complexities of trust distributions, particularly when …
Can I require independent audits every five years?
The question of incorporating periodic, independent audits into the framework of a trust—specifically, every five years—is a surprisingly common one …
Can I require funds be spent locally within a specified region?
The question of whether you can dictate *where* trust funds are spent—specifically limiting expenditures to a defined geographical area—is a …
Can I require financial counseling before distributions are made?
The question of whether you can require financial counseling before distributions are made from a trust is a common one, …
Can I require family conflict resolution before distributions resume?
As a San Diego trust attorney, Ted Cook frequently encounters situations where family dynamics threaten the smooth administration of a …