Can a testamentary trust enforce an annual audit of trust assets?
A testamentary trust, created through a will and taking effect after death, absolutely can – and often should – enforce …
Point Loma Estate Planning Law
What is a marital testamentary trust?
A marital testamentary trust, established through a will, is a powerful estate planning tool designed to provide for a surviving …
Can I mandate shared trust governance between family lines?
The question of whether you can mandate shared trust governance between family lines is a complex one, deeply rooted in …
Can I change my estate plan after it’s been finalized?
Yes, absolutely you can, and in fact, it’s quite common and often *necessary* to update your estate plan as life …
Can I prohibit use of trust property as loan collateral?
As an estate planning attorney in San Diego, I frequently encounter clients concerned about the security of assets held in …
Can I require community service as a trust condition?
The idea of embedding philanthropic requirements within a trust document, specifically mandating community service, is gaining traction as settlors (the …
Can I require board service or nonprofit affiliation for access to additional funds?
The question of whether a trust can require board service or nonprofit affiliation as a condition for receiving distributions is …
Can I require beneficiaries to obtain legal counsel before major withdrawals?
The question of whether you, as a trust creator (grantor or settlor), can require beneficiaries to obtain legal counsel before …
Can I require beneficiaries to live in a specific location to inherit?
The question of whether you can require beneficiaries to live in a specific location to inherit is a common one …
Can I require attendance at family retreats or planning sessions?
As a trust attorney in San Diego, Ted Cook frequently encounters questions about the complexities of family dynamics within the …