Can I mandate that the CRT avoid investing in weapons manufacturing?
As a grantor establishing a Charitable Remainder Trust (CRT), you absolutely can, and often should, mandate restrictions on investments, including …
Point Loma Estate Planning Law
Can I exclude individuals from receiving benefits if they contest the trust?
The question of whether you can exclude individuals from receiving benefits if they contest a trust is a common one …
Who can create a testamentary trust?
A testamentary trust, established through a will, allows individuals to direct how their assets are managed and distributed after their …
Can the trust fund internships or fellowships not tied to school credit?
The question of whether trust funds can cover internships or fellowships not tied to school credit is a surprisingly common …
How do I transfer an LLC interest into a trust?
Transferring an LLC interest into a trust is a common estate planning strategy, allowing for seamless asset management and distribution …
Can the trust reward beneficiaries for long-term goal achievement (e.g., sobriety milestones)?
The concept of incentivizing beneficiaries through trust distributions based on achieving specific, long-term goals—like sobriety, completing education, or maintaining employment—is …
Can the trust require trustees to undergo implicit bias training?
The question of whether a trust can require trustees to undergo implicit bias training is gaining traction as awareness of …
Can the trust require that co-trustees make decisions unanimously?
The question of whether a trust can require unanimous consent from co-trustees is a common one for Ted Cook, a …
Can the trust require family members to participate in annual planning retreats?
The question of whether a trust can *require* family members to participate in annual planning retreats is complex and hinges …
Can the trust reimburse travel for medical procedures?
The question of whether a trust can reimburse travel expenses for medical procedures is a surprisingly common one, particularly for …