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Point Loma Estate Planning Law

Can the trust reward beneficiaries for long-term goal achievement (e.g., sobriety milestones)?

May 11, 2025 by admin

The concept of incentivizing beneficiaries through trust distributions based on achieving specific, long-term goals—like sobriety, completing education, or maintaining employment—is …

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Can the trust require trustees to undergo implicit bias training?

May 11, 2025 by admin

The question of whether a trust can require trustees to undergo implicit bias training is gaining traction as awareness of …

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Can the trust require that co-trustees make decisions unanimously?

May 11, 2025 by admin

The question of whether a trust can require unanimous consent from co-trustees is a common one for Ted Cook, a …

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Can the trust require family members to participate in annual planning retreats?

May 11, 2025 by admin

The question of whether a trust can *require* family members to participate in annual planning retreats is complex and hinges …

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Can the trust reimburse travel for medical procedures?

May 11, 2025 by admin

The question of whether a trust can reimburse travel expenses for medical procedures is a surprisingly common one, particularly for …

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Can the trust purchase software for communication assistance?

May 11, 2025 by admin

The question of whether a trust can purchase software for communication assistance, such as specialized communication apps or devices for …

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Recent Posts

  • Can you create a plan that automatically adjusts for inflation or market changes?
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  • Can we use a silent trust to delay beneficiary awareness?

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