Can I set lifetime earning limits for certain classes of distributions?
The question of whether you can set lifetime earning limits for certain classes of distributions within a trust is a …
Point Loma Estate Planning Law
Can I set decarbonization targets for family-owned businesses funded by the trust?
As a trustee overseeing family-owned businesses funded by a trust, the question of setting decarbonization targets is increasingly relevant and …
Can I set aside funds in my estate for family legal expenses?
Planning for the future often extends beyond simply distributing assets; it includes anticipating potential challenges that loved ones might face …
Can I set a rule that discourages portfolio turnover within the trust?
The question of discouraging portfolio turnover within a trust is a common one for Ted Cook, a Trust Attorney in …
Can I set a CRT to automatically renew charitable terms every generation?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving income during …