What is a grantor in an irrevocable trust?
The grantor, also known as the trustor or settlor, is the individual who creates a trust, transferring assets into it …
Point Loma Estate Planning Law
Can a bypass trust have flexible provisions for unique beneficiary needs?
Absolutely, a bypass trust, also known as a credit shelter trust or A-B trust (though less common now due to …
Can I include restrictions preventing political lobbying with CRT remainder funds?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I restrict access to funds for politically exposed persons?
The question of restricting access to funds for politically exposed persons (PEPs) is increasingly relevant in estate planning, especially given …
Can I change the income beneficiary after the trust is established?
The ability to modify income beneficiaries after a trust is established is a common question for clients of Ted Cook, …
Can a bypass trust benefit a child’s guardian in the event of both parents’ deaths?
The question of whether a bypass trust can benefit a child’s guardian after the parents’ passing is a crucial one …
Can a bypass trust be used to preserve a family legacy farm?
The question of preserving a family legacy farm for generations is a deeply emotional one, often intertwined with not just …
Can a bypass trust be used to establish a family endowment fund?
The question of whether a bypass trust – also known as a generation-skipping trust – can be used to establish …
Can a bypass trust be transitioned into a donor-advised fund upon termination?
The question of whether a bypass trust can be transitioned into a donor-advised fund (DAF) upon termination is complex, requiring …
Can a bypass trust be structured to benefit multiple spouses over time?
The question of whether a bypass trust – also known as a marital trust or a QTIP trust – can …