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Point Loma Estate Planning Law

Can an Executor and Trustee be the Same Person?

May 9, 2025 by admin

The roles of executor and trustee, while both fiduciaries managing assets, are distinct and often held by different individuals. However, …

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Can a trustee deny a distribution?

May 9, 2025 by admin

The question of whether a trustee can deny a distribution is a frequent one for Ted Cook, a Trust Attorney …

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Can a trustee be required to consult with family advisors?

May 9, 2025 by admin

The question of whether a trustee can be *required* to consult with family advisors is complex, deeply rooted in the …

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Can a trustee be held personally liable for investing against the trust’s moral principles?

May 9, 2025 by admin

The question of whether a trustee can be held personally liable for investing against a trust’s moral principles is complex, …

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Can a trust underwrite loans to family members?

May 9, 2025 by admin

The question of whether a trust can legally and effectively underwrite loans to family members is a common one, particularly …

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Can a Trust Support Professional Wardrobe Expenses?

May 9, 2025 by admin

The question of whether a trust can support professional wardrobe expenses is surprisingly complex, deeply intertwined with the trust’s specific …

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