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Point Loma Estate Planning Law

Can the trustee of a bypass trust delegate investment authority?

May 11, 2025 by admin

The question of whether a trustee of a bypass trust—also known as a credit shelter trust or a family trust—can …

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Can the trustee delegate investment decisions?

May 11, 2025 by admin

The question of whether a trustee can delegate investment decisions is a common one for Ted Cook, a trust attorney …

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Can the trust support subscription to mindfulness and meditation platforms?

May 11, 2025 by admin

The question of whether a trust can support subscriptions to mindfulness and meditation platforms is surprisingly common, reflecting a growing …

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Can the trust support international relocation costs for beneficiaries?

May 11, 2025 by admin

The question of whether a trust can support international relocation costs for beneficiaries is a complex one, deeply rooted in …

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Can the trust support estate or trust education for future successors?

May 11, 2025 by admin

The question of whether a trust can support estate or trust education for future successors is a surprisingly common one, …

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