Can I reward open data sharing in family-led enterprises?
Family-led enterprises, while often built on trust and shared values, can surprisingly become hotspots for information silos—especially as generations shift …
Point Loma Estate Planning Law
Can I use a CRT to provide income to a nonprofit organization temporarily?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that can provide income to beneficiaries – including nonprofit organizations – …
Can a special needs trust pay for on-call transportation providers?
Navigating the financial landscape for a loved one with special needs requires careful planning, and a frequent question arises regarding …
What is a bypass trust?
A bypass trust, also known as a credit shelter trust or an A-B trust, is an estate planning tool designed …
Can I restrict the use of the charitable remainder to a specific department within a charity?
The question of restricting charitable remainder trust (CRT) funds to a specific department within a charity is a common one, …
Can I require language access services as part of the CRT’s remainder use?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to a charity while retaining …
Can I require independent asset appraisals every three years?
The question of requiring independent asset appraisals every three years within a trust framework is a practical one, frequently asked …
Can I Require Full Family Disclosure Before Releasing Certain Funds?
As a San Diego trust attorney like Ted Cook often advises, the question of requiring full family disclosure before releasing …
Can I require financial contributions from heirs into a shared community trust?
The concept of requiring financial contributions from heirs into a shared community trust, sometimes referred to as a family trust …
Can I require equity investments in minority-led businesses?
The question of whether one can *require* equity investments in minority-led businesses, particularly within the context of trust planning and …