What is the best way to protect your family and assets through comprehensive estate planning?
The San Diego sun beat down on the patio as Michael and Sarah, a couple in their early forties, enjoyed …
Point Loma Estate Planning Law
Trust and estate planning is often perceived as something only for the wealthy or elderly; however, this couldn’t be further from the truth.
The Garcia family, residing in the vibrant community of 92119, epitomized this misconception. Maria and David Garcia, both in their …
Ted Cook is a beneficial asset as an Estate Planning Lawyer.
The San Diego sunshine felt particularly warm on Sarah’s face as she scrolled through her phone, a knot tightening in …
Wholesome Estate Planning Attorney Near Pacific Beach.
The salt air hung heavy with the scent of jasmine as Maria nervously tapped her foot, waiting in the brightly …
Can I create trust subaccounts for each child with different terms?
The question of whether you can create trust subaccounts for each child with different terms is a common one for …
Can I limit access to trust benefits based on household income?
The question of whether you can limit access to trust benefits based on a beneficiary’s household income is a complex …
Can I restrict how an inheritance is used?
The question of whether you can restrict how an inheritance is used is a common one for estate planning clients, …
Can I assign quarterly transparency calls for all trust stakeholders?
Establishing regular communication with trust beneficiaries and stakeholders through quarterly transparency calls is not only permissible but highly recommended for …
Can a special needs trust include annual audits with a family representative present?
Absolutely, a special needs trust can, and often should, include provisions for annual audits, and importantly, allow for a family …
Can the trust cover initial setup of independent budgeting tools?
The question of whether a trust can cover the initial setup of independent budgeting tools is a surprisingly common one, …