Can a special needs trust help with legal identity corrections or changes?
A special needs trust (SNT) is primarily designed to supplement, not replace, government benefits for individuals with disabilities, but it …
Point Loma Estate Planning Law
What qualifications should a trustee have?
Selecting a trustee is one of the most crucial decisions in estate planning, demanding careful consideration beyond simply naming someone …
Can a special needs trust help with travel visas or documentation?
Navigating international travel for individuals with special needs presents unique challenges, and while a special needs trust (SNT) doesn’t directly …
Can I designate a trustee who is not a family member?
The question of whether you can designate a trustee who isn’t a family member is a common one, and the …
Can I allow heirs to redirect part of their inheritance to charity?
Absolutely, it is becoming increasingly popular to allow heirs to redirect a portion of their inheritance to a charity of …
Can I limit spending to needs only, not wants?
The question of distinguishing between needs and wants is central to effective financial planning, and is something Ted Cook, a …
Can I limit investment in certain industries?
The question of whether you can limit investment in certain industries within a trust is a common one for Ted …
Can I limit eligibility for distributions to those who pass a fiduciary exam?
The concept of tying trust distributions to the successful completion of a “fiduciary exam” is gaining traction as a method …
Can I limit asset allocations to a max threshold per asset class?
The question of whether you can limit asset allocations to a maximum threshold per asset class within a trust is …
Can I limit access to funds if a beneficiary fails to meet tax obligations?
The question of controlling beneficiary access to trust funds based on tax compliance is a common concern for trust creators, …