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Point Loma Estate Planning Law

Can I mandate co-investment from the charity alongside the CRT’s remainder?

May 10, 2025 by admin

The question of whether you can mandate co-investment from a charity alongside a Charitable Remainder Trust (CRT)’s remainder is complex, …

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Can I make the trust act as a private family bank?

May 10, 2025 by admin

The concept of utilizing a trust as a private family bank has gained traction in recent years, particularly amongst those …

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Can I make part of the trust contingent on sobriety or recovery progress?

May 10, 2025 by admin

The question of whether a trust can be contingent on sobriety or recovery progress is a complex one, frequently asked …

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Can I make inheritance contingent on debt repayment?

May 10, 2025 by admin

The question of whether you can structure an inheritance contingent on debt repayment is a common one for Ted Cook, …

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Can I make distributions contingent on completing higher Education?

May 10, 2025 by admin

The question of whether you can make trust distributions contingent on completing higher education is a frequently asked one by …

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Can I make changes to a revocable trust at any time?

May 10, 2025 by admin

The flexibility of a revocable trust is one of its most appealing features, allowing individuals like those Ted Cook advises …

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Recent Posts

  • Can I mandate co-investment from the charity alongside the CRT’s remainder?
  • Can I make the trust act as a private family bank?
  • Can I make part of the trust contingent on sobriety or recovery progress?

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