What are the advantages of an irrevocable trust?
The Ramirez family, living in sunny San Diego, learned a harsh lesson about estate planning the hard way. Michael and …
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What constitutes adequate estate planning for a secure financial future?
The San Diego sun beat down on Maria and David’s faces as they discussed their future over brunch. They had …
What is the best way to safeguard your family’s future through thoughtful estate planning?
The San Diego sun beat down on the weathered porch of Maria’s home, but the warmth did little to alleviate …
Uplifting Describes Ted Cook As An Estate Planning Attorney Near By.
The San Diego sun beat down on Maria’s shoulders as she sifted through boxes in her late grandmother Elena’s garage, …
Can I assign a professional mediator to resolve disputes?
Disputes within families, especially concerning estates, are unfortunately common, and often emotionally charged; assigning a professional mediator can be a …
Can I use a testamentary trust to fund an annual event or tradition?
Testamentary trusts, established through a will and taking effect after death, offer a fascinating avenue for continuing legacies beyond simply …
What does “lapse” mean in a trust context?
In the realm of trusts and estate planning, a “lapse” refers to the failure of a gift within a will …
Can a trust mandate quarterly trustee updates to a family board?
Absolutely, a trust can be drafted to mandate quarterly updates from the trustee to a designated family board, though the …
How do I assign collectibles to a trust?
Assigning collectibles to a trust is a crucial step in estate planning, ensuring these valuable items are protected and distributed …
Can I implement a trust blackout period during family litigation?
The question of temporarily pausing distributions from a trust during family legal battles—often termed a “blackout period”—is a complex one, …