Can a testamentary trust be the beneficiary of a 401(k)?
Yes, a testamentary trust can absolutely be designated as the beneficiary of a 401(k), but it requires careful planning and …
Point Loma Estate Planning Law
Can a CRT qualify for a step-up in basis on death?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …
Can I prohibit trust benefits for convicted felons?
The question of whether you can prohibit trust benefits for convicted felons is a common one for estate planning attorneys …
Can I use a testamentary trust to delay inheritance to later generations?
Yes, a testamentary trust is a powerful tool to delay inheritance, offering significant benefits for estate planning, particularly when aiming …
Can I specify a fixed income amount from the trust?
Yes, you absolutely can specify a fixed income amount from a trust, and it’s a common practice in estate planning, …
Can I appoint a corporate trustee for a bypass trust?
The question of whether you can appoint a corporate trustee for a bypass trust is a common one for estate …
Can I allow the trustee to use funds for emergency family needs?
The question of whether a trustee can utilize trust funds for emergency family needs is a frequently asked one, particularly …
Can I allow staggered distributions at specific ages for beneficiaries?
The question of distributing trust assets isn’t always a simple one. Many people envision a lump sum payout upon their …
Can I allow partial funding of a community-based endowment from the trust?
The question of whether you can partially fund a community-based endowment from a trust is a common one for Ted …
Can I allow heirs to pool unused distribution allocations?
The question of whether heirs can pool unused distribution allocations from a trust is a frequent one for Ted Cook, …