Can I create funding triggers tied to economic indicators?
The question of whether you can create funding triggers tied to economic indicators is a compelling one for estate planning, …
Point Loma Estate Planning Law
Can I specify disbursement rules by age or life stage?
Yes, absolutely, crafting disbursement rules tied to age or life stage is a cornerstone of sophisticated estate planning, allowing for …
Can a bypass trust make periodic charitable donations on behalf of the family?
A bypass trust, also known as a credit shelter trust or an A-B trust, is a common estate planning tool …
Can the trust require that all asset appraisals be conducted bi-annually?
Absolutely, a trust can indeed require that all asset appraisals be conducted bi-annually, and it’s a practice Ted Cook, as …
Can the trust include co-investment agreements with other family trusts?
Absolutely, a trust can absolutely include co-investment agreements with other family trusts, and in fact, this is a sophisticated estate …
Can a special needs trust include digital literacy coaching for seniors with disabilities?
The question of whether a special needs trust can encompass digital literacy coaching for seniors with disabilities is increasingly relevant …
Can a special needs trust include annual audits with a family representative present?
The question of incorporating annual audits, with a family representative present, into a special needs trust (SNT) is a common …
Can a special needs trust include a requirement for annual fiduciary ethics training?
The question of whether a special needs trust can—and should—include a requirement for annual fiduciary ethics training is gaining traction …
Can a special needs trust include a check-in system for trustee responsiveness?
The question of trustee responsiveness within a special needs trust (SNT) is paramount, as the beneficiary relies heavily on the …
Can a special needs trust help with job shadowing programs?
The question of whether a special needs trust can assist with job shadowing programs is multifaceted, touching upon the core …