Can a special needs trust be revocable?
The question of whether a special needs trust can be revocable is a common one, and the short answer is …
Point Loma Estate Planning Law
Can I require end-of-life planning documentation from heirs?
The question of requiring end-of-life planning documentation from heirs is a complex one, fraught with legal and ethical considerations, and …
Can I require that real estate be used for housing rather than resale?
The question of restricting the resale of property to ensure its continued use as housing is a complex one, deeply …
Can I establish a bypass trust that only benefits my children from a previous relationship?
Yes, you can absolutely establish a bypass trust, also known as a disclaimer trust, specifically designed to benefit children from …
Can I prohibit investment in certain industries through trust terms?
Absolutely, you can and many concerned individuals do, prohibiting investment in specific industries through carefully drafted trust terms is a …
Can a trust offer resilience training during major life shifts?
The concept of resilience, the ability to bounce back from adversity, is increasingly recognized as crucial for navigating life’s inevitable …
Can a trust limit how much can be withdrawn annually?
The question of whether a trust can limit annual withdrawals is a common one for individuals considering estate planning in …
Can a trust include review triggers for policy or political changes in disability law?
The question of whether a trust can include review triggers for policy or political changes in disability law is increasingly …
Can a trust include lifestyle support for beneficiaries?
The question of whether a trust can include lifestyle support for beneficiaries is a common one for Ted Cook, a …
Can a trust include direct payment to a beneficiary’s business vendor?
The question of whether a trust can include direct payment to a beneficiary’s business vendor is a common one, particularly …