Can I Give Trustees Investment Instructions?
The question of whether you can give trustees investment instructions is a common one for individuals creating or benefiting from …
Point Loma Estate Planning Law
Can I give my trustee authority to pause distributions?
The question of whether you can grant your trustee the authority to pause distributions from a trust is a common …
Can I get a deduction if my CRT is funded with appreciated collectibles?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to a trust, receive an …
Can I fund job retraining programs for unemployed beneficiaries?
The question of whether a trust can fund job retraining programs for unemployed beneficiaries is a common one, particularly in …
Can I fund creative grants through the trust?
The question of whether you can fund creative grants through a trust is a surprisingly common one for Ted Cook, …
Can I fund a trust over time with different types of assets?
The question of whether you can fund a trust over time, and with a variety of assets, is central to …