Can a trust include incentives for attending beneficiary check-in meetings?
Absolutely, a trust can absolutely include incentives for attending beneficiary check-in meetings, and it’s becoming an increasingly popular and sophisticated …
Point Loma Estate Planning Law
What is a per capita distribution in a trust?
Per capita distribution, within the context of a trust, refers to a method of distributing assets where each beneficiary receives …
Can a special needs trust pay for vision therapy services?
Navigating the financial landscape for a loved one with special needs requires careful consideration of available resources, and a special …
Can I require quarterly performance reviews of trust investments?
As a fiduciary, whether you are a trustee of a trust or managing assets for someone else, diligent oversight of …
Can a special needs trust support a service that tracks prescriptions?
Absolutely, a special needs trust can, and often should, support a service that tracks prescriptions, ensuring the beneficiary receives necessary …
Can I prohibit disbursements to beneficiaries engaged in class action suits?
The question of whether you can prohibit disbursements to beneficiaries involved in class action suits is a complex one, deeply …
Can I prohibit beneficiaries from changing trust advisors?
As a San Diego trust attorney, Ted Cook frequently encounters questions about control within a trust, and a common concern …
Can I prevent trust assets from being pledged as loan collateral?
The question of protecting trust assets from being used as collateral for loans is a crucial one for anyone establishing …
Can I prevent early access to principal in years with poor market returns?
The question of safeguarding trust principal, particularly during volatile market conditions, is a frequent concern for individuals establishing or maintaining …
Can I prevent a trustee from holding conflicting fiduciary roles?
The question of whether you can prevent a trustee from holding conflicting fiduciary roles is a crucial one in estate …