Can the CRT prevent certain charities from being future beneficiaries?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their structure can indeed limit future charitable beneficiaries, although not …
Point Loma Estate Planning Law
Can I use the trust to prevent beneficiaries from liquidating family property?
The question of preserving family property through a trust is a common concern for Ted Cook’s clients in San Diego, …
Are foreign assets protected in an irrevocable trust?
The question of whether foreign assets are protected within an irrevocable trust is complex, requiring careful consideration of both U.S. …
Can I use a CRT to establish a legacy grant program?
A Charitable Remainder Trust (CRT) can indeed be a powerful tool to establish a legacy grant program, allowing individuals to …
Can I allow third-party audits of trust activity?
As a San Diego estate planning attorney, I often encounter clients curious about the level of transparency and oversight applicable …
Can I designate family liaisons for community outreach?
The question of designating family liaisons for community outreach, particularly within the context of trust and estate planning overseen by …
Can I designate a trustee for only digital assets in the trust?
The question of designating a trustee specifically for digital assets within a trust is increasingly relevant in our modern, digitally-dependent …
Can I designate a family mentor role in the trust?
The question of whether you can designate a family mentor role within a trust is increasingly common, especially as families …
Can I designate a backup guardian for my minor children?
The question of safeguarding your children’s future is paramount for any parent, and a significant component of that is designating …
Can I delay inheritance until a beneficiary completes school?
The question of delaying inheritance, particularly until a beneficiary completes their education, is a common one for estate planning attorneys …