What are common reasons courts modify trusts?
Trusts, while generally considered immutable documents, are not entirely impervious to change; courts can and do modify them under specific …
Point Loma Estate Planning Law
Can I tie distributions to financial milestones?
The question of whether you can tie distributions to financial milestones is a common one for Ted Cook’s clients here …
Can a trust support pet care expenses for elderly beneficiaries?
The question of whether a trust can support pet care expenses for elderly beneficiaries is increasingly common as the human-animal …
Can I establish a permanent charitable scholarship through my estate?
Yes, establishing a permanent charitable scholarship through your estate is not only possible but a powerful way to leave a …
Can a bypass trust disburse matching funds for income earned by beneficiaries?
The question of whether a bypass trust, also known as a marital trust or an A-B trust, can disburse matching …
Can the trust adjust to changes in the law?
The question of whether a trust can adjust to changes in the law is paramount for anyone establishing or maintaining …
Can the surviving spouse choose to opt out of a bypass trust?
Bypass trusts, also known as credit shelter trusts or A-B trusts, are estate planning tools designed to minimize estate taxes …
Can the executor of the estate also be the trustee of the trust?
The question of whether an executor of an estate can simultaneously serve as the trustee of a trust is a …
Can the CRT support land conservation via remainder transfer?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, often utilized for income and tax benefits. But their application extends …
Can the CRT prevent certain charities from being future beneficiaries?
Community Property Trusts (CPTs), while powerful estate planning tools, don’t inherently *prevent* charities from being future beneficiaries, but they significantly …