Can the trust include emergency provisions for pandemic or disaster response?
Absolutely, a thoughtfully drafted trust can and should include emergency provisions to address unforeseen circumstances like pandemics or natural disasters, …
Point Loma Estate Planning Law
Can I include a system for rotating trustee roles?
The question of whether you can include a system for rotating trustee roles within a trust is a common one, …
Can I give naming rights on family properties to descendants who meet certain criteria?
The idea of bestowing naming rights to family properties upon descendants who fulfill specific criteria is an increasingly popular, though …
Can a CRT be used to accomplish impact investing goals?
Charitable Remainder Trusts (CRTs) offer a fascinating avenue for aligning financial planning with philanthropic desires, and increasingly, with impact investing …
What happens to royalties in an irrevocable trust?
Royalties, those ongoing payments derived from intellectual property like copyrights, patents, or even mineral rights, present a unique challenge when …
Can the trust include access to emergency planning consultants?
The question of whether a trust can include access to emergency planning consultants is increasingly relevant in today’s complex world. …
Can the trust include a fund for climate migration scenarios?
The question of incorporating climate migration funding into a trust is increasingly relevant, reflecting a growing awareness of displacement caused …
Can the trust hold vehicles needed for family caregiving purposes?
The question of whether a trust can hold vehicles necessary for family caregiving is a common one, particularly as demographics …
Can the trust hold a specific minimum in cash reserves at all times?
The question of whether a trust can maintain a specific minimum cash reserve is a common one for Ted Cook, …
Can the trust have sunset provisions?
The concept of “sunset provisions” within a trust, while not a traditional legal term always used in estate planning, absolutely …