Can I tie distributions to professional development milestones?
The question of whether you can tie distributions from a trust to professional development milestones is a fascinating and increasingly …
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Can I structure separate voting rights among trust beneficiaries?
The question of structuring separate voting rights among trust beneficiaries is a surprisingly common one for Ted Cook, a Trust …
Can I structure a trust to provide multi-generational tax efficiency?
The question of structuring a trust for multi-generational tax efficiency is a core concern for many families in San Diego, …
Can I stipulate mentoring or apprenticeship requirements in a testamentary trust?
The question of incorporating mentoring or apprenticeship requirements within a testamentary trust—a trust created through a will—is a fascinating and …
Can I stagger distributions by age?
The question of whether you can stagger distributions by age within a trust is a common one for clients of …
Can I specify that distributions only occur after net-worth milestones?
The question of tying trust distributions to net-worth milestones is increasingly common, reflecting a desire for more sophisticated estate planning …
Can I specify how trust-owned property is to be maintained?
The question of controlling the upkeep of assets held within a trust is a common one for grantors—the individuals creating …
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