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 …
Point Loma Estate Planning Law
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 cap total inheritance based on pre-existing net worth of heirs?
The question of whether you can cap total inheritance based on the pre-existing net worth of heirs is a surprisingly …
What is a pour-over will?
A pour-over will is a crucial estate planning tool, acting as a safety net to ensure all assets, regardless of …
Can a special needs trust fund self-employment or gig economy expenses?
The question of whether a special needs trust (SNT) can fund self-employment or gig economy expenses is complex, requiring careful …
Can I condition funds on passing a financial competency course?
The question of whether you can condition funds on a beneficiary passing a financial competency course is becoming increasingly common, …
Can a CRT distribute income in alternating years instead of annually?
Complex trusts, specifically Charitable Remainder Trusts (CRTs), offer sophisticated estate planning tools allowing individuals to support charitable causes while potentially …
Is a testamentary trust part of a will?
The relationship between a testamentary trust and a will is often a source of confusion, but understanding the distinction is …