Can I set limits on how the surviving spouse may use trust income?
The question of controlling how a surviving spouse utilizes trust income is a frequent one for Ted Cook, an Estate …
Point Loma Estate Planning Law
What is the process to modify an irrevocable trust through court?
Irrevocable trusts, by their very nature, are designed to be permanent, offering asset protection and potential tax benefits. However, life …
Can I designate a specific family member to oversee heirloom preservation?
The question of designating a specific family member to oversee heirloom preservation is a common one, and the answer is …
What penalties exist for a trustee who acts in bad faith?
A trustee has a fiduciary duty to act in the best interests of the beneficiaries of a trust, and acting …
Can a CRT include a reporting template for annual charitable activity?
Certainly, a Charitable Remainder Trust (CRT) can, and often *should*, include a reporting template for annual charitable activity; this ensures …
Can a Trust Compensate Beneficiaries for Caregiving Roles?
The question of whether a trust can compensate beneficiaries for providing caregiving services to another beneficiary is a surprisingly complex …
Can a trust be used to support legacy planning and ethical wills?
Legacy planning extends far beyond simply distributing assets; it’s about defining values, sharing life lessons, and ensuring your principles endure …
Can a trust be used to keep property in the family?
The question of preserving family property for generations is a common concern, and the answer, with the guidance of a …
Can a trust be used for charitable giving?
The question of whether a trust can be used for charitable giving is a resounding yes, and in fact, trusts …
Can a Trust Be Ruled Invalid?
The establishment of a trust, a cornerstone of estate planning orchestrated by attorneys like Ted Cook in San Diego, is …