Can I require digital privacy protections for trust communication?
In today’s increasingly digital world, safeguarding the privacy of trust communications is not merely a preference, but a growing necessity …
Point Loma Estate Planning Law
Can a bank or charity serve as trustee of the trust?
The question of whether a bank or charity can serve as a trustee of a trust is a common one …
Can a testamentary trust be used to protect generational wealth?
Testamentary trusts, established within a last will and testament, offer a powerful tool for safeguarding and transferring wealth across generations, …
Can the trust fund digital inclusion advocacy tools?
The question of whether a trust fund can be utilized to support digital inclusion advocacy tools is increasingly relevant in …
Can I mandate that the CRT funds not be used for capital campaigns?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …
Can I limit my executor’s powers?
The question of whether you can limit your executor’s powers is a critical one for anyone crafting an estate plan. …
Can I limit how inherited funds are used?
The question of controlling how inherited funds are used is a common one for estate planning, and particularly relevant when …
Can I limit distributions if estate law changes reduce tax exposure?
The question of whether you can limit distributions from a trust to take advantage of favorable changes in estate tax …
Can I limit beneficiaries’ access to sensitive estate documents?
The question of controlling access to estate documents after your passing is a surprisingly common one for clients of Ted …
Can I limit access to principal until multiple trustees agree on a request?
The question of controlling access to trust principal, particularly requiring unanimous or majority consent from multiple trustees, is a common …