Can I set a limit on how much a beneficiary can withdraw annually?
Absolutely, establishing limits on beneficiary withdrawals is a common and prudent estate planning strategy, particularly when dealing with trust funds …
Point Loma Estate Planning Law
Can I make charitable donor-advised funds part of trust administration?
Absolutely, incorporating charitable donor-advised funds (DAFs) into trust administration is a powerful estate planning strategy, allowing for continued philanthropic goals …
Can a special needs trust provide software for scheduling rotating caregivers?
A special needs trust, carefully structured, absolutely can cover the costs of software designed to manage rotating caregiver schedules, and …
Can I use biometrics for beneficiary verification?
The increasing sophistication of identity verification methods has naturally led many to consider the use of biometrics – unique biological …
How do testamentary trusts interact with durable powers of attorney?
Testamentary trusts and durable powers of attorney are both essential components of a comprehensive estate plan, but they function in …
Can I prevent certain relatives from contesting the trust?
The question of preventing specific relatives from contesting a trust is a common concern for Ted Cook, a Trust Attorney …
Can I pre-fund transition costs if an heir becomes incapacitated?
The question of pre-funding transition costs for an heir who may become incapacitated is a remarkably common one, especially as …
Can I plan for sudden incapacitation due to injury or illness?
Planning for sudden incapacitation—whether due to a debilitating injury or unforeseen illness—is a crucial, yet often overlooked, aspect of responsible …
Can I plan for long-term care as part of my estate plan?
The intersection of estate planning and long-term care is increasingly vital, as the population ages and the costs of care …
Can I plan for burial in a specific cemetery or method?
The question of pre-planning burial arrangements is a surprisingly common one for individuals engaging in estate planning with a trust …