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Point Loma Estate Planning Law

Can the CRT allocate funds for an annual named award or prize?

May 10, 2025 by admin

Community Revocable Trusts (CRTs), established by individuals like Ted Cook, a Trust Attorney in San Diego, are incredibly versatile estate …

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Can the bypass trust support development of family intellectual property?

May 10, 2025 by admin

The question of whether a bypass trust can support the development of family intellectual property (IP) is a multifaceted one, …

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Can the bypass trust require heirs to present a personal development plan?

May 10, 2025 by admin

The question of whether a bypass trust can require heirs to present a personal development plan is increasingly relevant as …

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Can the bypass trust purchase health insurance for beneficiaries?

May 10, 2025 by admin

The question of whether a bypass trust can purchase health insurance for beneficiaries is a nuanced one, heavily dependent on …

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Can the bypass trust prohibit investment in crypto assets?

May 10, 2025 by admin

The question of whether a bypass trust can prohibit investment in crypto assets is increasingly relevant as digital currencies gain …

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Can the bypass trust hold securities across multiple brokerage firms?

May 10, 2025 by admin

The question of whether a bypass trust can hold securities across multiple brokerage firms is a common one for Ted …

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Recent Posts

  • Can the CRT support capital reserve accounts for named charities?
  • Can the CRT mandate beneficiary compliance with governance best practices?
  • Can the CRT include non-financial legacy documentation (letters, memoirs)?

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