Can the trust pay for continuing education units or certifications?
Determining whether a trust can cover the costs of continuing education units (CEUs) or certifications is a common question for …
Point Loma Estate Planning Law
Can a special needs trust pay for medical bracelet or QR tag subscriptions?
The question of whether a special needs trust can cover the cost of medical bracelets or QR tag subscriptions is …
Can a trust compensate beneficiaries for caregiving roles?
The question of whether a trust can compensate beneficiaries for caregiving roles is increasingly common as demographics shift and the …
Can I mandate quarterly family updates for distributions?
As an estate planning attorney in San Diego, I often encounter clients wanting to ensure their wealth not only passes …
What is a special needs trust and how is it different?
A special needs trust, sometimes called a supplemental needs trust, is a legally established arrangement designed to hold assets for …
Can I tie distributions to financial milestones?
The question of whether you can tie trust distributions to financial milestones is a common one for Ted Cook and …
Can I tie benefits to maintaining good credit?
The question of whether you can tie benefits to maintaining good credit is complex, particularly within the realm of trust …
Can I support interfaith family traditions through trust documents?
The blending of faiths within a family creates a beautiful, yet sometimes complex, tapestry of beliefs and traditions. Many interfaith …
Can I structure trust distributions based on beneficiaries’ financial need?
The question of structuring trust distributions based on beneficiaries’ financial need is a common one for Ted Cook, a Trust …
Can I structure the trust to make impact-based distributions only?
The question of structuring a trust for impact-based distributions only is increasingly common, particularly amongst those with significant wealth who …