Can a trust allocate emergency funds?
The question of whether a trust can allocate emergency funds is a common one for individuals and families planning for …
Point Loma Estate Planning Law
Can I use a CRT to meet minimum distribution requirements from retirement accounts?
Charitable Remainder Trusts (CRTs) present a sophisticated, yet effective strategy for fulfilling Required Minimum Distributions (RMDs) from retirement accounts while …
Can estate planning help prevent family disputes?
Estate planning is frequently viewed as simply a matter of dictating where your assets go after you’re gone, but it’s …
Can I place funds in a trust that only become available during a recession?
The concept of structuring a trust to distribute funds specifically during economic downturns, while complex, is indeed possible and gaining …
Can a special needs trust offer resources for supported decision-making models?
The question of whether a special needs trust can offer resources for supported decision-making models is increasingly relevant as we …
Can I include burial and funeral instructions in my estate plan?
The question of incorporating burial and funeral instructions within an estate plan is a common one, and the answer is …
Can I include arbitration clauses in the trust terms?
The question of whether you can include arbitration clauses in trust terms is a common one for Ted Cook, a …
Can I include alternative dispute resolution clauses?
The question of whether you can—and should—include alternative dispute resolution (ADR) clauses within a trust document is a common one …
Can I include a spendthrift clause in a testamentary trust?
The question of whether a spendthrift clause can be included in a testamentary trust is a common one for those …
Can I include a no-contest clause related to trust disputes?
The inclusion of a no-contest clause, also known as an *in terrorem* clause, within a trust document is a complex …