What rules govern loans from a testamentary trust to beneficiaries?
Testamentary trusts, created through a will and taking effect after death, can offer beneficiaries access to funds during their lives, …
Point Loma Estate Planning Law
Can I make inheritance contingent on debt repayment?
Yes, it is absolutely possible to structure an inheritance with conditions attached, specifically tying it to the repayment of debts, …
What if co-trustees disagree on decisions?
Serving as a co-trustee can be a rewarding experience, allowing individuals to share the responsibility of managing assets for beneficiaries, …
Can the trust allow for vacation property time-sharing among heirs?
Absolutely, a well-drafted trust can absolutely facilitate time-sharing of vacation property among heirs, but it requires careful planning and specific …
Can I require a social worker on the trustee advisory team?
Navigating the complexities of estate planning often extends beyond financial and legal considerations, especially when beneficiaries have special needs or …
Can a trust hold intellectual property income streams?
The question of whether a trust can hold intellectual property (IP) income streams is a common one for Ted Cook, …
Can a trust hold a reserve fund for market downturns?
The question of whether a trust can hold a reserve fund to buffer against market downturns is a crucial one …
Can a trust help pay for maintaining eligibility documentation?
The question of whether a trust can cover the costs of maintaining eligibility documentation for needs-based government programs like Medicaid …
Can a Trust Grant Forgiveness for Personal Loans?
The question of whether a trust can grant forgiveness for personal loans is a complex one, deeply rooted in trust …
Can a trust fund repairs and renovations to inherited property?
The question of whether a trust fund can cover repairs and renovations to inherited property is surprisingly common, and the …