Can I structure incentive distributions for philanthropy milestones?
The question of structuring incentive distributions tied to philanthropic milestones is gaining traction as high-net-worth individuals and families seek innovative …
Point Loma Estate Planning Law
Should I share the trust terms with the beneficiaries?
Deciding whether to share the terms of a trust with its beneficiaries is a frequent question for trustees and grantors, …
Can I link trust access to qualifying certifications or licenses?
The question of linking trust access to qualifying certifications or licenses is a nuanced one within estate planning, and the …
Can the trust fund scientific research or innovation by beneficiaries?
Trusts are versatile estate planning tools, but their ability to fund scientific research or innovation by beneficiaries isn’t always straightforward; …
Can I structure a tiered inheritance model tied to personal growth metrics?
The question of whether one can structure a tiered inheritance model tied to personal growth metrics is becoming increasingly common …
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 …
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 …