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Point Loma Estate Planning Law

Can I Allow Trustee Veto Power Over Discretionary Purchases?

May 9, 2025 by admin

The question of granting a trustee veto power over discretionary purchases within a trust is complex, touching on legal duties, …

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Can I allow the trustee to convert assets within the trust to cash?

May 9, 2025 by admin

The question of whether a trustee can convert trust assets to cash is a common one, and the answer, as …

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Can I allow public reporting of trust impact or activity?

May 9, 2025 by admin

The question of whether you can allow public reporting of trust impact or activity is a complex one, deeply rooted …

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Can I Allow Micro-Grants for Community Service Performed by Beneficiaries?

May 9, 2025 by admin

The idea of allowing micro-grants for community service performed by trust beneficiaries is gaining traction as a way to incentivize …

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Can I allow for flexible monthly spending based on inflation?

May 9, 2025 by admin

The question of adjusting trust distributions for inflation is a common one, particularly in long-term trusts established by Ted Cook, …

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Can I allow benefits to skip one generation in certain cases?

May 9, 2025 by admin

The question of whether benefits can skip a generation within a trust is a common one, particularly for those establishing …

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