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 …
Point Loma Estate Planning Law
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, …
Can I Leave Written Ethical Guidance to Accompany Inheritance?
The question of whether you can leave written ethical guidance alongside an inheritance is a common one for Ted Cook, …