Can I add milestones for the income recipient to receive adjusted payments?
The question of structuring income distribution with milestones within a trust is a common one for Ted Cook, an Estate …
Point Loma Estate Planning Law
Can a special needs trust support self-advocacy training retreats?
Absolutely, a special needs trust can, and often *should*, support self-advocacy training retreats, provided the trust document allows for such …
What are the advantages of a pooled special needs trust?
A pooled special needs trust (PSNT) offers a unique and often advantageous way to provide for the long-term care of …
Can a trust manage money for a special needs child?
Navigating the financial future for a child with special needs requires careful planning, and a specialized trust can be an …
Can a bypass trust provide for emergency legal representation for beneficiaries?
The question of whether a bypass trust can provide for emergency legal representation for beneficiaries is a nuanced one, deeply …
Can I tie income disbursements to health benchmarks of the recipient?
The question of whether you can tie income disbursements to the health benchmarks of a trust beneficiary is a complex …
Can I tie distributions to sobriety or drug testing?
The question of whether you can tie trust distributions to a beneficiary’s sobriety or drug testing is a complex one, …
Can I tie community-based initiatives to family inheritance milestones?
The intersection of family wealth, inheritance, and community impact is gaining traction as a powerful force for good. Increasingly, individuals, …
Can I take out a home equity line on property held in a trust?
The question of whether you can take out a home equity line of credit (HELOC) on property held in a …
Can I support bilingual estate documents for global families?
Navigating estate planning is complex enough within a single legal system; when families span multiple countries and languages, the challenges …