Can I require that beneficiary life milestones be documented for trust archives?
The question of documenting beneficiary life milestones within a trust archive is increasingly relevant as estate planning evolves beyond simply …
Point Loma Estate Planning Law
Can I require that a CRT support a donor-designated field of interest fund?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …
Can I require social impact investment reporting from trust-funded ventures?
The question of requiring social impact investment reporting from ventures funded through trusts is increasingly relevant as philanthropic goals evolve. …
Can I require regular income reporting from beneficiaries?
As a grantor creating a trust, the question of requiring regular income reporting from your beneficiaries is a common one, …
Can I require purchase of life insurance for key family members?
The question of whether you can *require* key family members to purchase life insurance as part of a trust arrangement …
Can I Require Psychological Evaluations Before Distributions?
As a San Diego trust attorney, Ted Cook frequently encounters clients concerned about the responsible distribution of trust assets, particularly …