Can a trust be ruled invalid?
Trusts are powerful estate planning tools, but they aren’t invulnerable; a trust can indeed be ruled invalid if certain legal …
Point Loma Estate Planning Law
Can I separate personal and business assets in my estate plan?
Successfully separating personal and business assets within an estate plan is a critical concern for business owners, providing both asset …
How do testamentary trusts interact with capital loss carryovers?
Testamentary trusts, created through a will, can be powerful tools for estate planning, but their interaction with capital loss carryovers …
Can a special needs trust fund secure cloud storage for medical data?
Navigating the complexities of providing for a loved one with special needs requires careful planning, and increasingly, that includes securing …
Can a special needs trust cover meal delivery services with dietary accommodations?
Navigating the financial landscape for a loved one with special needs requires careful planning, and a crucial component of that …
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 …