Can I freeze accounts if beneficiaries become incapacitated?
The question of whether you can freeze accounts if a beneficiary becomes incapacitated is a crucial one for estate planning, …
Point Loma Estate Planning Law
Can I give trustees flexibility to delay distributions during recessions?
The question of granting trustees discretion to adjust distributions, particularly during economic downturns, is a frequent one for Ted Cook …
Can a special needs trust pay for therapy room furnishings?
A special needs trust (SNT) is a powerful tool designed to provide for the needs of individuals with disabilities without …
Can a revocable trust include medical directives?
Yes, a revocable trust can absolutely include medical directives, though it’s not a direct inclusion in the traditional sense; it’s …
Can I link trust access to wellness or health screenings?
The intersection of estate planning, specifically trusts, and proactive healthcare, like wellness and health screenings, is a growing area of …
Can a CRT Receive Passive Income from Oil and Gas Royalties?
The question of whether a Charitable Remainder Trust (CRT) can receive passive income from oil and gas royalties is a …
Can a CRT provide for early remainder release if donor health fails?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can a CRT pay income to a business entity I control?
Complex trusts, particularly Charitable Remainder Trusts (CRTs), offer sophisticated estate planning tools, but navigating their rules surrounding distributions to entities …
Can a CRT own foreign investments or property?
Complex trusts, particularly Charitable Remainder Trusts (CRTs), are powerful estate planning tools, but their use with foreign assets requires careful …
Can a CRT make distributions to pay off a mortgage on my residence?
The question of whether a Charitable Remainder Trust (CRT) can make distributions to pay off a mortgage on your residence …