Can I appoint an investment committee to oversee CRT assets?
Creating and funding a Charitable Remainder Trust (CRT) is a significant step in philanthropic planning, but once established, effectively managing …
Point Loma Estate Planning Law
Can I appoint a healthcare proxy without a power of attorney?
The question of whether you can appoint a healthcare proxy without also establishing a power of attorney is a common …
Can I allow unequal income distributions among surviving children?
The question of whether you can allow unequal income distributions among surviving children within a trust is a common one …
Can I allow the trustee to loan funds to beneficiaries under strict terms?
The question of whether a trustee can loan funds to beneficiaries is a common one, especially within the framework of …
Can I allow reallocation of real property between branches of the family?
The question of reallocating real property within a family, particularly through a trust, is remarkably common, and thankfully, usually quite …
Can I Allow Minor Heirs Limited Access Through Prepaid Cards?
The question of providing minor heirs with access to trust funds is a common one for Ted Cook, a Trust …