Can I structure the trust to support cooperative housing for beneficiaries?
Establishing a trust to facilitate cooperative housing for beneficiaries is indeed possible, though it requires careful planning and a nuanced …
Point Loma Estate Planning Law
Can the trust distribute funds for weddings or milestones?
Absolutely, a properly drafted trust can distribute funds for weddings or other significant life milestones, but it requires careful planning …
Can a charitable remainder trust provide income to someone other than me?
Absolutely, a charitable remainder trust (CRT) is a powerful estate planning tool that allows you to donate assets to charity …
Can I make changes to a revocable trust at any time?
Yes, generally you can make changes to a revocable trust at any time, as long as you are mentally competent …
Can a bypass trust hold income-generating rental properties?
Yes, a bypass trust, also known as a credit shelter trust or a B trust, can absolutely hold income-generating rental …
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 …
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, …