Can I require financial literacy training before inheritance?
The question of whether you can require financial literacy training before an inheritance is gaining traction as wealth transfer accelerates—estimated …
Point Loma Estate Planning Law
Can I require family retreats or bonding activities in the trust?
The question of incorporating requirements for family retreats or bonding activities within a trust is becoming increasingly popular, particularly amongst …
Can I require dual signatures for distributions above a set amount?
The question of requiring dual signatures for trust distributions above a certain threshold is a common and incredibly prudent one …
Can I require disclosures of outside income sources for beneficiaries?
As a San Diego trust attorney, Ted Cook frequently encounters questions surrounding the oversight of trust beneficiaries, specifically regarding their …
Can I require data security practices for digital trust records?
The question of data security surrounding digital trust records is paramount in today’s increasingly digital world. As Ted Cook, a …
Can I require conflict resolution workshops for the family?
As a San Diego trust attorney like Ted Cook often encounters, families grappling with estate planning aren’t always harmonious. Disagreements …