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 …
Point Loma Estate Planning Law
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 …
Can I require drug testing for heirs as a condition of inheritance?
The question of whether you can require drug testing for heirs as a condition of inheritance is complex, navigating the …