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 …
Point Loma Estate Planning Law
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. …
Can I mandate continuing education for trustees?
As a San Diego trust attorney, Ted Cook frequently encounters clients concerned about the capabilities of their chosen trustees. The …