Can the trust provide scholarship support for caregivers seeking training?
Absolutely, a trust can be structured to provide scholarship support for caregivers seeking training, and it’s a remarkably thoughtful and …
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Can I require regular estate plan updates to reflect asset changes?
Estate planning is not a “set it and forget it” process; it’s a living document that needs regular attention, especially …
Can the trust include rules for socially conscious investment only?
Absolutely, a trust can be specifically designed to include rules for socially conscious investment, allowing grantors to align their wealth …
Can I keep the terms of my testamentary trust private?
The desire for privacy surrounding estate planning is understandable, and many clients ask Ted Cook, an Estate Planning Attorney in …
Can I appoint a digital executor with limited authority?
The question of appointing a digital executor with limited authority is gaining prominence as our lives become increasingly digitized; while …
Can I allow partial funding of a community-based endowment from the trust?
The question of whether you can partially fund a community-based endowment from a trust is a common one for individuals …
Can I allow minor heirs limited access through prepaid cards?
Estate planning often involves considerations beyond simply distributing assets after one’s passing. A growing concern for many San Diego families, …
Can I allow for multigenerational inheritance rollover structures?
The concept of multigenerational inheritance, ensuring assets pass smoothly through generations while minimizing tax implications and maintaining family wealth, is …
Can I allow early access to trust income for healthcare crises only?
The question of allowing early access to trust income, specifically for healthcare crises, is a common one for individuals establishing …
Can I allow beneficiaries to buy trust assets at discount?
The question of allowing beneficiaries to purchase trust assets at a discount is a complex one, riddled with potential tax …