Can I establish a bypass trust that transforms into a private foundation upon termination?
The question of whether a bypass trust can seamlessly transition into a private foundation upon its termination is complex, but …
Point Loma Estate Planning Law
Can I enable estate contributions to climate justice funds?
The question of incorporating philanthropic goals, specifically supporting climate justice funds, within estate planning is gaining traction as individuals increasingly …
Can the trust require that medical debt be prioritized in emergency disbursements?
The question of prioritizing medical debt within a trust’s emergency disbursement provisions is a complex one, rooted in both the …
Can a CRT be used to support research into rare diseases?
Community Reinvestment Trusts, or CRTs, while often associated with affordable housing and community development, *can* indeed be creatively utilized to …
Can the CRT support land conservation via remainder transfer?
Charitable Remainder Trusts (CRTs) can indeed be powerful tools to support land conservation through remainder transfers, offering a unique blend …
Can I mandate co-investment from the charity alongside the CRT’s remainder?
The question of whether you can mandate co-investment from a charity alongside a Charitable Remainder Trust (CRT)’s remainder is complex, …
Can I make the trust act as a private family bank?
The concept of utilizing a trust as a private family bank has gained traction in recent years, particularly amongst those …
Can I make part of the trust contingent on sobriety or recovery progress?
The question of whether a trust can be contingent on sobriety or recovery progress is a complex one, frequently asked …
Can I make inheritance contingent on debt repayment?
The question of whether you can structure an inheritance contingent on debt repayment is a common one for Ted Cook, …
Can I make distributions contingent on completing higher Education?
The question of whether you can make trust distributions contingent on completing higher education is a frequently asked one by …