Can I create rotating beneficiary roles for certain assets?
The concept of “rotating beneficiary roles”—where beneficiary designations shift over time—is not typically a standard feature within traditional estate planning …
Point Loma Estate Planning Law
Can I assign co-beneficiaries on a rotating schedule?
The concept of assigning co-beneficiaries on a rotating schedule, while not a standard practice, is certainly something Ted Cook, an …
Can a trustee be removed from a testamentary trust?
Testamentary trusts, established through a will, offer a structured way to manage assets after someone’s passing, but what happens when …
Can the trust underwrite disability insurance for key beneficiaries?
The question of whether a trust can directly “underwrite” disability insurance for key beneficiaries is nuanced, as trusts don’t operate …
Can a trust be used to manage vacation homes?
Absolutely, a trust can be a remarkably effective tool for managing vacation homes, offering benefits that extend far beyond simple …
Can I create a plan for donating my body to science?
The prospect of donating one’s body to science is a generous and impactful decision, offering invaluable contributions to medical research, …
Can I create a feedback loop in the trust for beneficiary satisfaction?
Establishing a feedback loop within a trust, while not a standard practice, is becoming increasingly popular as trust administration evolves …
Can I create a charitable remainder trust using a blended family plan?
The intersection of charitable giving and blended family estate planning presents unique challenges, but it is absolutely possible to create …
Can I coordinate my estate plan with my insurance policies?
Estate planning is often viewed as solely about wills and trusts, but a truly comprehensive plan must integrate all your …
Can I control how and when my children receive assets from a bypass trust?
The question of controlling asset distribution from a bypass trust, particularly concerning children, is a central one for many estate …