How does a testamentary trust work in community property states?
A testamentary trust, created within a will, presents unique considerations in community property states like California, Arizona, Nevada, New Mexico, …
Point Loma Estate Planning Law
Can a testamentary trust define intellectual development goals?
A testamentary trust, springing into existence upon the death of the grantor through their will, is a powerful tool for …
Can a testamentary trust reward family conflict resolution efforts?
A testamentary trust, established through a will, can indeed be structured to incentivize and reward family conflict resolution, offering a …
Can the trust include an annual stewardship retreat for trustees and beneficiaries?
Absolutely, a trust can indeed include provisions for an annual stewardship retreat for trustees and beneficiaries, though careful planning and …
Can I use estate planning to consolidate all financial accounts?
Estate planning isn’t directly about *consolidating* financial accounts in the way you might think of merging bank accounts, but it …
Can an Executor and Trustee be the Same Person?
The roles of executor and trustee, while both fiduciaries managing assets, are distinct and often held by different individuals. However, …
Can a trustee deny a distribution?
The question of whether a trustee can deny a distribution is a frequent one for Ted Cook, a Trust Attorney …
Can a trustee be required to consult with family advisors?
The question of whether a trustee can be *required* to consult with family advisors is complex, deeply rooted in the …
Can a trustee be held personally liable for investing against the trust’s moral principles?
The question of whether a trustee can be held personally liable for investing against a trust’s moral principles is complex, …
Can a trust underwrite loans to family members?
The question of whether a trust can legally and effectively underwrite loans to family members is a common one, particularly …