How are natural disasters accounted for in trust-held real estate insurance?
As a San Diego estate planning attorney, I frequently encounter concerns about protecting assets held in trust, particularly real estate, …
Point Loma Estate Planning Law
Can a trust provide matching contributions to a budgeting app?
The question of whether a trust can provide matching contributions to a budgeting app is a surprisingly nuanced one, touching …
Can I incentivize residency in underserved areas through inheritance boosts?
The idea of using inheritance as a lever to encourage professionals – doctors, teachers, nurses, and other vital personnel – …
Can I use a trust to manage assets for my children?
Absolutely, a trust is a powerful tool to manage assets for your children, offering a level of control and protection …
Can I include performance benchmarks for trust investments?
As a San Diego estate planning attorney, I frequently encounter clients unsure about how to evaluate the success of their …
Can the trust restrict communications between certain beneficiaries?
The question of whether a trust can restrict communications between beneficiaries is a surprisingly common one, and the answer, as …
Can the trust require the remainder charity to meet impact benchmarks?
The question of whether a trust can require a remainder charity to meet specific impact benchmarks is increasingly common as …
Can the trust require real estate to be appraised every five years?
The question of whether a trust can require real estate to be appraised every five years is a common one …
Can the trust require cultural competency training for trustees?
The question of whether a trust can require cultural competency training for trustees is increasingly relevant in today’s diverse society. …
Can the trust reimburse the surviving spouse for expenses?
The question of whether a trust can reimburse a surviving spouse for expenses is a common one for Ted Cook, …