Can I direct that the trust prioritize supporting family reunions or traditions?
The question of incorporating values like family reunions and traditions into a trust is a common one, particularly for those …
Point Loma Estate Planning Law
Can I direct how trust assets are managed after my spouse’s death?
The question of controlling trust assets post-spouse’s death is central to many estate plans Ted Cook, a Trust Attorney in …
Can I direct estate funds toward funding family-wide insurance?
The question of directing estate funds toward ongoing family expenses, specifically insurance, is a common one for Ted Cook, a …
Can I designate which heirs receive which forms of currency?
The question of designating specific forms of currency or assets to particular heirs within a trust is a common one, …
Can I designate privacy restrictions on family financial history?
The question of controlling access to family financial history, particularly within the context of trusts and estate planning, is increasingly …
Can I designate different trustees for each asset class (e.g., real estate vs. securities)?
The question of whether you can designate different trustees for different asset classes within a trust is a common one, …