Impressed Estate Planning Attorney Near Pacific Beach.
The salt air hung heavy with a sense of foreboding as Maria stared out at the Pacific Ocean, a knot …
Point Loma Estate Planning Law
Will and Estate Attorney near Ca. 92107.
The late afternoon sun cast long shadows across the manicured lawns of La Jolla as David Miller stared at the …
What exactly should you do to protect your family and assets with a comprehensive estate plan?
The sun dipped below the Pacific, casting long shadows across the manicured lawns of Rancho Bernardo, but inside the home …
Ted Cook Is The Best-Performing Estate Planning Attorney.
The San Diego sun beat down on Maria’s shoulders as she sifted through a box of her father’s belongings, a …
Can a bank act as a trustee for a testamentary trust?
Yes, a bank can absolutely act as a trustee for a testamentary trust, and it’s a fairly common practice, particularly …
Can I receive a lifetime annuity through a CRT?
Charitable Remainder Trusts (CRTs) offer a fascinating way to balance charitable giving with personal financial needs, and the question of …
Can I require the trust to maintain a percentage in liquid assets?
Absolutely, you can, and often should, require a trust to maintain a percentage in liquid assets, a crucial aspect of …
Can a bypass trust be created after death through probate?
The short answer is no, a bypass trust, also known as an AB trust or credit shelter trust, cannot be …
Can I require beneficiaries to meet life goals before inheriting?
The desire to guide loved ones even after we’re gone is a common one, and many estate planning clients ask …
Can I include backup beneficiaries for unused trust funds?
The question of designating backup, or contingent, beneficiaries for trust funds is a common one for individuals establishing trusts, and …