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Point Loma Estate Planning Law

Can I structure separate voting rights among trust beneficiaries?

May 10, 2025 by admin

The question of structuring separate voting rights among trust beneficiaries is a surprisingly common one for Ted Cook, a Trust …

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Can I structure a trust to provide multi-generational tax efficiency?

May 10, 2025 by admin

The question of structuring a trust for multi-generational tax efficiency is a core concern for many families in San Diego, …

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Can I stipulate mentoring or apprenticeship requirements in a testamentary trust?

May 10, 2025 by admin

The question of incorporating mentoring or apprenticeship requirements within a testamentary trust—a trust created through a will—is a fascinating and …

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Can I stagger distributions by age?

May 10, 2025 by admin

The question of whether you can stagger distributions by age within a trust is a common one for clients of …

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Can I specify that distributions only occur after net-worth milestones?

May 10, 2025 by admin

The question of tying trust distributions to net-worth milestones is increasingly common, reflecting a desire for more sophisticated estate planning …

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Can I specify how trust-owned property is to be maintained?

May 10, 2025 by admin

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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Recent Posts

  • Can I use a bypass trust to separate community property in a marriage?
  • Can I use a bypass trust to benefit my current spouse and children from a prior marriage?
  • Can I transfer the home into a bypass trust during my lifetime?

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