Can I require a trustee to complete background checks for vendors?
As a San Diego estate planning attorney, I frequently encounter questions about the responsibilities and oversight of trustees, and the …
Point Loma Estate Planning Law
Should my financial advisor be involved in trust management?
The question of whether your financial advisor should be involved in trust management is a crucial one, demanding careful consideration …
Can the trust subsidize skill-tracking apps for personal development?
The question of whether a trust can subsidize skill-tracking apps for personal development is becoming increasingly relevant in an era …
Can a bypass trust include blockchain-based smart contract clauses?
The intersection of traditional estate planning tools like bypass trusts and cutting-edge technologies like blockchain and smart contracts presents a …
Can a testamentary trust pay for a beneficiary’s living expenses?
Testamentary trusts, created within a will and coming into effect after death, offer a flexible tool for managing and distributing …
Can I name an entity as beneficiary of the bypass trust?
The question of whether you can name an entity – like a charity, a business, or another trust – as …
Can I name a trust company as both trustee and remainder beneficiary?
The question of whether you can name a trust company as both trustee and remainder beneficiary is a common one …
Can I name a non-family member as trustee of my bypass trust?
The question of whether you can name a non-family member as trustee of your bypass trust – also known as …
Can I name a co-executor along with a primary executor?
The question of whether you can name a co-executor alongside a primary executor is a common one for those planning …
Can I mandate trustee meetings with beneficiaries?
As a San Diego trust attorney, Ted Cook frequently encounters questions surrounding the rights and responsibilities of trustees and beneficiaries. …