Can I set a minimum age for trust fund usage on elective surgery?
The question of setting a minimum age for trust fund usage, specifically for elective surgeries, is a common one faced …
Point Loma Estate Planning Law
Can I set a cap on annual disbursements from the bypass trust?
The question of capping annual disbursements from a bypass trust, often used in estate planning to minimize estate taxes, is …
Can I schedule reevaluations of trustee fitness every decade?
The question of periodically reevaluating a trustee’s fitness is a crucial one for any grantor establishing a trust. While trusts …
Can I Reward Beneficiaries for Nonprofit Board Service?
The question of whether a nonprofit can reward beneficiaries for serving on its board of directors is complex and fraught …
Can I restrict use of trust funds for gambling or speculative investments?
The question of controlling how beneficiaries utilize trust funds is a common and crucial one for grantors, particularly when concerns …
Can I restrict trustee discretion?
The question of restricting trustee discretion is a frequent one for Ted Cook, a Trust Attorney in San Diego. Many …