Can a trust require financial reporting by beneficiaries?
Yes, a trust can absolutely require financial reporting by beneficiaries, and it’s a surprisingly common and crucial component of responsible …
Point Loma Estate Planning Law
Can a trust hold rental property?
Yes, a trust can absolutely hold rental property, and in many estate planning scenarios, it’s a highly advantageous strategy for …
Can I allocate estate funds for survivors of domestic violence in the family?
The question of allocating estate funds to survivors of domestic violence within a family is a complex one, requiring careful …
Can a special needs trust fund accessible garden or greenhouse setups?
Absolutely, a special needs trust can indeed fund accessible garden or greenhouse setups, provided it aligns with the beneficiary’s Supplemental …
Can a testamentary trust contain anti-alienation provisions?
Testamentary trusts, created through a will and taking effect after death, offer a powerful means of controlling asset distribution long …
Can I require quarterly performance reviews of trust investments?
As a beneficiary or trustee of a trust, understanding the performance of the trust’s investments is paramount. The question of …
Can I require public service internships to unlock educational grants?
The intersection of educational grants and public service requirements is becoming increasingly common, reflecting a societal shift towards valuing civic …
Can I require professional management of certain estate assets?
Estate planning, while often focused on distribution, frequently overlooks the ongoing management of assets *after* a grantor’s passing. Many individuals …
Can I require pre-approval for any single expense over a set amount?
As a trust attorney in San Diego, Ted Cook frequently encounters clients wanting to establish clear guidelines for managing trust …
Can I require online safety training for minors receiving funds?
The question of requiring online safety training for minors receiving funds from a trust is increasingly relevant in today’s digital …