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, …
Point Loma Estate Planning Law
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 …
How long can a testamentary trust last?
Testamentary trusts, created within a will and taking effect after death, offer a powerful tool for managing and distributing assets. …
How is a trustee removed legally?
The role of a trustee is a significant one, demanding a high degree of responsibility and adherence to fiduciary duties. …
How is a Special Needs Trust Terminated?
A Special Needs Trust (SNT), designed to provide for individuals with disabilities without jeopardizing their public benefits, is a powerful …
How does an irrevocable trust affect my eligibility for financial aid?
Navigating the financial aid landscape can be complex, and the inclusion of an irrevocable trust adds another layer of consideration. …
How does a testamentary trust treat capital gains distributions?
Testamentary trusts, established through a will and taking effect after someone’s passing, present unique considerations when it comes to capital …