Can a testamentary trust reward military service with bonus distributions?
Testamentary trusts, created within a will, offer a flexible avenue for distributing assets after one’s passing, and increasingly, clients are …
Point Loma Estate Planning Law
Can I require succession planning training for beneficiaries?
Succession planning isn’t just for businesses; it’s increasingly relevant for families with substantial wealth and complex estates, and yes, you …
What is a testamentary trust?
A testamentary trust is a trust created within a will, taking effect only upon the death of the testator—the person …
Can I cap annual disbursements based on inflation-adjusted figures?
The question of capping annual disbursements from a trust based on inflation-adjusted figures is a common one for Ted Cook …
Can I establish a legacy website with estate planning funds?
The idea of preserving a digital legacy – a website dedicated to one’s life, work, or values – is gaining …
Can I establish feedback loops for heirs to influence trust structure?
The concept of incorporating feedback loops for heirs within a trust structure, while not traditional, is gaining traction as estate …
Can I establish a special needs trust in my estate plan?
The question of whether you can establish a special needs trust within your estate plan is a common one, particularly …
Can I establish a peer-review board for trust-related disputes?
The concept of establishing a peer-review board for trust-related disputes, while appealing in its vision of collaborative resolution, presents significant …
Can I establish a bypass trust using proceeds from a structured settlement?
The question of whether one can establish a bypass trust using proceeds from a structured settlement is complex, requiring careful …
Can I ensure my pets are cared for after I pass?
The question of ensuring the continued care of our beloved pets after our passing is one that weighs heavily on …