Can I designate a family member to serve as the CRT’s philanthropic advisor?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Point Loma Estate Planning Law
Can I design the trust to update automatically based on inflation data?
The question of whether a trust can be designed to update automatically based on inflation data is a common one, …
Can I delay income payments until a pre-defined retirement year?
The question of deferring income payments until a specified retirement year is a common one, particularly for individuals with substantial …
Can I delay distribution of my estate until a certain tax condition is met?
The question of delaying estate distribution to address tax implications is a common one, particularly among those with estates potentially …
Can I define emergency-only access rules for trust funds?
The question of defining emergency-only access rules for trust funds is a common one for Ted Cook, a Trust Attorney …
Can I create trust subaccounts for each child with different terms?
The question of creating trust subaccounts, often referred to as separate trusts within a larger trust structure, for each child …