Can I set a cap on annual disbursements from the bypass trust?
The concept of a bypass trust, also known as a credit shelter trust or an AB trust, is a powerful …
Can I Sell Property Held in the Trust?
The question of selling property held within a trust is a common one for beneficiaries and trustees alike, and the …
Can I restrict trust distributions if the spouse enters into a new marriage?
The question of restricting trust distributions upon a spouse’s remarriage is a common one for Ted Cook, a Trust Attorney …
Can I restrict stock holdings to ESG-compliant companies?
The question of aligning investment portfolios with Environmental, Social, and Governance (ESG) principles is increasingly prevalent, and for those establishing …
Can I restrict investments in fossil fuels through my CRT’s portfolio?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a set period, …
Can I restrict how a CRT’s remainder is used geographically or demographically?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I restrict distributions during declared national emergencies?
The question of whether you can restrict distributions from a trust during a declared national emergency is complex, deeply rooted …
Can I restrict access to trust information for certain beneficiaries?
The question of restricting access to trust information for specific beneficiaries is a common one for Ted Cook, a Trust …
Recommended Estate Planning Attorney near Temecula CA.
How can creditors find my bank account? A creditor can merely review your past checks or bank drafts to obtain …
Potential Attorney Estate Planning nearby 92591.
Excellent Estate Planning lawyers is The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA …