Can I create restrictions based on the political activity of heirs?
The question of whether you can restrict distributions from a trust based on an heir’s political activity is a complex …
Point Loma Estate Planning Law
Can my estate plan limit legal jurisdiction for disputes?
The question of whether an estate plan can limit legal jurisdiction for disputes is complex, but the short answer is, …
Can I change an irrevocable trust after it’s created?
Generally, the answer is no, an irrevocable trust is designed to be permanent and unchangeable once established, but there are …
Can a special needs trust support a digital calendar with medication reminders?
The question of whether a special needs trust (SNT) can support a digital calendar with medication reminders is multifaceted, touching …
Can I require conditions before distributions are made?
Absolutely, you can and often should require conditions before distributions are made from a trust, and this is a cornerstone …
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 …
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 …