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Point Loma Estate Planning Law

Can a charitable remainder trust be funded with cryptocurrency?

June 7, 2025 by admin

The question of whether a charitable remainder trust (CRT) can be funded with cryptocurrency is increasingly relevant as digital assets …

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Can I include clauses that direct support to heirs with medical conditions?

June 7, 2025 by admin

Absolutely, you can and often should include clauses in your estate plan that specifically address the needs of heirs with …

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Can the bypass trust allow income to vary with market-based cost indexes?

June 7, 2025 by admin

The bypass trust, also known as a credit shelter trust or a family bypass trust, is a powerful estate planning …

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Can a special needs trust offer accessibility reporting software for trustees?

June 7, 2025 by admin

The question of whether a special needs trust can fund accessibility reporting software for trustees is multifaceted, touching on the …

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Can I prohibit the resale of inherited assets within a specific time window?

June 7, 2025 by admin

The question of restricting the resale of inherited assets is a common one for Ted Cook’s clients here in San …

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Can the trust provide co-housing support that includes peer support staff?

May 11, 2025 by admin

The question of whether a trust can provide co-housing support, specifically incorporating peer support staff, is a complex one, heavily …

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Can the trust provide a quarterly personal development allowance?

May 11, 2025 by admin

The question of whether a trust can provide a quarterly personal development allowance is a common one, especially as individuals …

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Can the trust prohibit donations to political campaigns?

May 11, 2025 by admin

The question of whether a trust can prohibit donations to political campaigns is a nuanced one, deeply rooted in the …

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Can the trust pay to defend a beneficiary’s intellectual property rights?

May 11, 2025 by admin

The question of whether a trust can pay to defend a beneficiary’s intellectual property (IP) rights is a surprisingly complex …

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Can the Trust Pay for Self-Defense or Situational Awareness Classes?

May 11, 2025 by admin

As a San Diego trust attorney, Ted Cook frequently receives questions about permissible trust expenses. Clients often wonder if funds …

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Recent Posts

  • Can I fund a bypass trust with business interests?
  • Can a trustee also be a beneficiary in an irrevocable trust?
  • Can I include trust terms that allow skipping distributions during crises?

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