What is a credit shelter trust?
The Miller family, residents of San Diego, believed they had diligently prepared for the future, owning a modest home, a …
Point Loma Estate Planning Law
What is asset protection planning?
The Ramirez family, recent transplants to San Diego, embodied the Californian dream. David and Maria, both in their early forties, …
Will And Trust Lawyers near Ca. 92106.
The sun beat down on La Jolla as Michael and Sarah debated, yet again, over their estate plan. They weren’t …
What is the best way to protect your family and assets through comprehensive estate planning?
The San Diego sunshine beamed as Maria and David enjoyed a picnic in Pacific Beach, their two young children giggling …
What financial reporting must a testamentary trust provide annually?
Testamentary trusts, established through a will after someone passes away, require diligent financial reporting to ensure transparency and legal compliance, …
Can I add a beneficiary mid-term if my family circumstances change?
The flexibility of estate planning documents, particularly trusts, is a common question for Ted Cook’s clients here in San Diego, …
Can I limit eligibility for distributions to those who pass a fiduciary exam?
The question of whether to limit distributions from a trust to beneficiaries who pass a “fiduciary exam” is gaining traction …
Can a bypass trust distribute only income and retain principal permanently?
Yes, a bypass trust, also known as a credit shelter trust or a family trust, can be structured to distribute …
Can the trust require that vacation properties be used communally by all heirs?
Yes, a trust can absolutely require that vacation properties be used communally by all heirs, though careful drafting is crucial …
Can a special needs trust provide flexible tech upgrades based on diagnostics?
The question of whether a special needs trust (SNT) can fund flexible tech upgrades, guided by ongoing diagnostics, is increasingly …