Can I restrict trustee access to certain digital platforms?
The increasing digitization of our lives presents unique challenges for estate planning, particularly when considering the role of a trustee …
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Can I include sustainability clauses for real estate in the trust?
The question of incorporating sustainability clauses into a real estate trust is becoming increasingly relevant as environmental consciousness grows and …
Can a CRT distribute income in alternating years instead of annually?
Complex trusts, like Charitable Remainder Trusts (CRTs), offer flexibility in income distribution, but adhering to IRS regulations is paramount; while …
Can I use estate planning to honor cultural or religious traditions?
Estate planning is often viewed as a purely financial exercise – securing assets and minimizing taxes. However, it’s a powerful …
Is an irrevocable trust permanent?
Generally, yes, an irrevocable trust is designed to be permanent, meaning once established, its terms are very difficult to change, …
Can a special needs trust sponsor language therapy for multilingual development?
Special needs trusts are powerful tools for providing ongoing care and support for individuals with disabilities, but the question of …
Can a special needs trust include cost-of-living adjustments for disbursements?
Absolutely, a special needs trust can, and often should, include provisions for cost-of-living adjustments (COLAs) to ensure the beneficiary maintains …
Can I give long-term renters in my properties a right of first refusal?
As a San Diego estate planning attorney, Ted Cook often encounters questions about property rights and how those rights can …
Can I restrict trustees from outsourcing investment decisions?
As an estate planning attorney in San Diego, I frequently encounter questions about the level of control grantors can exert …
What action plan should I follow for correcting my estate plan near me
The phone slipped from Martha’s grasp, clattering against the hardwood floor. Tears welled in her eyes as she stared at …