Can I require trustees to follow a mission-aligned investment policy?
The question of whether you can require trustees to adhere to a mission-aligned investment policy is increasingly common, reflecting a …
Point Loma Estate Planning Law
Can I implement AI tools to monitor estate performance?
The question of integrating Artificial Intelligence (AI) into estate and trust administration is rapidly moving from futuristic concept to practical …
Can a living trust help avoid court disputes?
A living trust is often touted as a powerful tool for estate planning, but a frequently asked question is whether …
Can the bypass trust convert to a different type of trust if tax laws change?
The bypass trust, also known as a credit shelter trust, was a cornerstone of estate planning for decades, designed to …
Can a bypass trust own income-generating timberland or mineral rights?
Absolutely, a bypass trust, also known as a “B” trust, can indeed own income-generating assets like timberland or mineral rights, …
Can I include multiple levels of distribution approval in the trust?
The question of whether you can include multiple levels of distribution approval within a trust is a common one for …
Can I include loan provisions for beneficiaries in a testamentary trust?
Testamentary trusts, created through a will and taking effect after death, offer significant flexibility in how assets are distributed and …
Can I include instructions for trust asset reinvestment?
The question of reinvesting assets within a trust is a frequent one for Ted Cook, a Trust Attorney in San …
Can I include home energy-efficiency targets in trust housing stipulations?
The concept of embedding energy-efficiency targets within the stipulations of a housing trust is gaining traction, reflecting a broader societal …
Can I include geographic residency requirements in a testamentary trust?
The question of whether you can include geographic residency requirements in a testamentary trust is a common one for estate …