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 …
Point Loma Estate Planning Law
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 …
Can I set an age threshold for inheritance?
The question of when beneficiaries receive inherited assets is a common one for those establishing estate plans, and the answer …
Can I set a ceiling for how much any one beneficiary may receive?
The question of whether you can limit the amount a beneficiary receives from a trust is a common one, especially …
Can I schedule remainder transfers in tranches after the trust term ends?
The question of scheduling remainder transfers in tranches after a trust term ends is a common one for clients of …