Can I require my trustee to work with a specific law firm or advisor?
As a San Diego estate planning attorney, I often receive this question from clients creating trusts. The desire to control …
Point Loma Estate Planning Law
Can I set rules around how frequently beneficiaries can request funds?
Yes, absolutely you can, and often it’s a very wise decision to do so when establishing a trust, particularly for …
Can a parent set up a special needs trust for their child?
Absolutely, a parent can—and often should—set up a special needs trust for their child with disabilities, ensuring continued care and …
Can I require mediation for all trust disputes?
As an estate planning attorney in San Diego, I frequently encounter disputes among beneficiaries and trustees, and the question of …
Can I include a clause to permanently exclude certain individuals?
The question of whether you can permanently exclude certain individuals from your estate plan is a common one, and the …
Can I limit access to digital content stored in the trust?
The question of controlling access to digital assets within a trust is increasingly relevant in our digitally-saturated world. Ted Cook, …
Can I leave separate instructions for each type of asset I own?
The question of whether you can leave separate instructions for each type of asset you own is a common one …
Can I Leave Instructions for My Small Business Employees?
The question of whether you can leave instructions for your small business employees seems simple, but the legal and practical …
Can I keep my estate plan updated without starting over?
The idea of creating an estate plan can feel daunting, leading many to believe that any change, no matter how …
Can I instruct the trustee to consult an AI risk model for distributions?
The question of whether you can instruct a trustee to consult an AI risk model for distributions is increasingly relevant …