Can I include disaster recovery protocols for trust-owned assets?
As a San Diego estate planning attorney, I often encounter clients who meticulously plan for their lifetime, but surprisingly few …
Point Loma Estate Planning Law
Can I require annual performance reviews of trust asset managers?
As a beneficiary or trustee, proactively monitoring the performance of trust asset managers is not just advisable, it’s a critical …
Can the trust invest in mission-aligned cooperatives?
As an estate planning attorney in San Diego, I often field questions about the flexibility of trusts, and whether they …
Does an irrevocable trust protect assets from creditors?
Irrevocable trusts, when properly structured and administered, can offer a significant degree of protection from creditors, but it’s not an …
Can I include contingency clauses for divorce or bankruptcy in my estate?
The question of incorporating contingency clauses for divorce or bankruptcy into an estate plan is increasingly common, reflecting the complexities …
Can I require an annual meeting between trustees and beneficiaries?
The question of mandating an annual meeting between trustees and beneficiaries is a surprisingly common one, particularly in California where …
Can I require all assets be held in environmentally screened funds?
The question of aligning investment portfolios with environmental, social, and governance (ESG) factors, specifically focusing on environmentally screened funds, is …
Can I require a trustee assistant for beneficiaries with disabilities?
Navigating the complexities of trust administration is challenging enough, but when a beneficiary has a disability, the need for specialized …
Can I require a minimum balance be retained in the bypass trust at all times?
The question of maintaining a minimum balance within a bypass trust – also known as a Credit Shelter Trust or …
Can I require a co-signer for large distributions?
As a San Diego trust attorney, Ted Cook frequently encounters questions regarding the control and oversight of trust distributions, particularly …