Can I require trustees to recertify investment ethics annually?
The question of whether you can require trustees to recertify investment ethics annually is a complex one, deeply rooted in …
Point Loma Estate Planning Law
Can I use a power of attorney to manage my affairs during incapacity?
A power of attorney (POA) is a vital estate planning tool that allows you to appoint someone you trust—your “agent”—to …
Can I limit trustee liability through indemnity clauses?
As an estate planning attorney in San Diego, I often get asked about ways to protect those taking on the …
Can the trust require the remainder charity to meet impact benchmarks?
Yes, a trust can absolutely require the remainder charity to meet specific impact benchmarks, and this is becoming an increasingly …
Can I name a non-relative to manage my estate?
Absolutely, you can designate a non-relative to manage your estate, and it’s a surprisingly common and often advantageous choice; while …
Can I name a family council to advise the trustee?
The concept of a family council advising a trustee is becoming increasingly popular, particularly in complex estate planning scenarios involving …
Can I name a backup trustee for the CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I mandate that the CRT funds not be used for capital campaigns?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …
Can I mandate psychological counseling post inheritance?
The question of whether you can mandate psychological counseling as a condition of receiving an inheritance is a complex one, …
Can I mandate financial literacy programs for the beneficiary?
As a San Diego trust attorney, Ted Cook frequently encounters clients deeply concerned about the responsible management of inherited wealth. …