Can a living trust hold foreign assets?
Yes, a living trust can absolutely hold foreign assets, but it introduces a layer of complexity that requires careful planning …
Point Loma Estate Planning Law
Can I plan for tax-efficient transfer of foreign assets?
Navigating the complexities of transferring foreign assets requires careful planning, as it’s subject to both U.S. and foreign tax laws, …
Can I keep my estate plan private?
The question of maintaining privacy surrounding an estate plan is a common concern for many, particularly those with significant assets …
Can the trust cover translation services for medical or legal appointments?
The question of whether a trust can cover translation services for medical or legal appointments is a surprisingly common one, …
Can a special needs trust fund digital archive access for disability research?
The question of utilizing funds from a special needs trust for digital archive access related to disability research is complex, …
Can I require an independent panel to approve principal distributions over a limit?
The question of establishing an independent panel to oversee principal distributions from a trust, particularly those exceeding a predetermined limit, …
Can I require all trust communication to be encrypted and secure?
In today’s digital age, the security of personal and financial information is paramount, especially when dealing with sensitive matters like …
Can I require a trustee to invest in bonds over stocks?
The question of dictating investment strategy to a trustee is a common one, particularly when grantors have strong preferences regarding …
Can I require a review panel to assess the charity’s use of the funds after termination?
Establishing a charitable trust is a generous act, allowing your legacy to extend beyond your lifetime, but ensuring those funds …
Can I require a health screening before approving distributions?
As a trustee, particularly one like Ted Cook practicing trust law in San Diego, you have a fiduciary duty to …