Can I specify trustee disqualification triggers for bias or fraud?
Estate planning, while focused on the future, demands a proactive consideration of potential pitfalls. A crucial aspect of this is …
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Can I Specify How Trust-Owned Property is to be Maintained?
Establishing a trust is a powerful tool for managing and distributing assets, but many individuals wonder about the level of …
Can I specify currency for distributions in an international context?
The question of specifying currency for distributions within an international trust context is a complex one, deeply intertwined with tax …
Can I specify a method for distributing trust income versus principal?
The question of how trust income and principal are distributed is central to effective estate planning, and absolutely, you can …
Can I set up recurring family meetings through estate planning funds?
The concept of establishing recurring family meetings funded through estate planning mechanisms is increasingly popular, driven by a desire to …
Can I set up a trust to fund a startup for a beneficiary?
The question of utilizing a trust to fund a beneficiary’s startup venture is increasingly common, reflecting a shift in estate …
Can I set up a testamentary trust for minor children?
The question of providing for minor children in the event of a parent’s passing is paramount for many individuals, and …
Can I set limitations for luxury purchases via trust distributions?
The question of limiting luxury purchases from a trust is a common one for Ted Cook, a San Diego trust …
Can I set different terms for different beneficiaries?
The question of whether you can set different terms for different beneficiaries within a trust is a common one, and …
Can I set aside part of the trust for an emergency pandemic response?
The question of whether you can earmark funds within a trust for emergency pandemic response, or any unforeseen crisis, is …