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Point Loma Estate Planning Law

Can a CRT be used to support access to clean water projects?

June 7, 2025 by admin

Charitable Remainder Trusts (CRTs) offer a unique pathway for individuals to support causes they care about, including vital clean water …

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Can I disqualify heirs involved in cryptocurrency fraud?

June 7, 2025 by admin

The question of disqualifying heirs involved in cryptocurrency fraud is a complex one, deeply intertwined with estate planning, probate law, …

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Can I name alternate beneficiaries in case someone declines?

June 7, 2025 by admin

Absolutely, naming alternate, or contingent, beneficiaries is a critical component of comprehensive estate planning, and a question Ted Cook of …

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Can I establish trust-funded mentorship programs for teenage descendants?

June 7, 2025 by admin

The question of establishing trust-funded mentorship programs for teenage descendants is increasingly relevant as families seek to not only preserve …

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Can I use a testamentary trust to distribute royalties from books or music?

June 7, 2025 by admin

Yes, a testamentary trust can absolutely be used to distribute royalties from books or music, offering a structured and legally …

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Can the Trust Finance Counseling Services for Family Reconciliation?

May 11, 2025 by admin

The question of whether a trust can finance counseling services aimed at family reconciliation is a surprisingly common one for …

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Can the trust distribute income as a percentage of the value of assets?

May 11, 2025 by admin

The question of whether a trust can distribute income as a percentage of the value of its assets is a …

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Can the trust create a fund specifically for environmental justice initiatives?

May 11, 2025 by admin

The question of whether a trust can be established to fund environmental justice initiatives is a resounding yes, and increasingly, …

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Can the trust cover micro-adaptive technologies?

May 11, 2025 by admin

The question of whether a trust can cover micro-adaptive technologies – devices and systems that adjust to an individual’s changing …

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Can the trust cover conference or workshop attendance?

May 11, 2025 by admin

The question of whether a trust can cover conference or workshop attendance is a surprisingly common one for Ted Cook, …

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Recent Posts

  • Can the trust be used to pay taxes owed by the beneficiary?
  • Can the trust include rotating advisory roles for community stakeholders?
  • Can I define allowable levels of investment risk tolerance in the trust?

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