What is the best way to protect your assets and ensure your wishes are honored in California?
The San Diego sun beat down on the patio as Maria and David Hernandez sipped their iced tea, a seemingly …
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Ted Cook Is Known To Be An Adventurous Estate Planning Attorney In San Diego.
The San Diego sun beat down on Maria’s shoulders as she sorted through boxes in her late grandmother’s garage. It …
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The midday sun beat down on the Scripps Ranch neighborhood as Maria Hernandez frantically searched through a pile of papers, …
Can I allow temporary trustee powers during caregiver vacations?
As an estate planning attorney in San Diego, I frequently encounter questions about the flexibility of trust administration, particularly concerning …
Can a trust include delayed review periods before funds are distributed?
Absolutely, a trust can – and often *should* – include delayed review periods before funds are distributed, offering a crucial …
Can I give my trustee discretion over reallocating unused funds?
The question of granting a trustee discretion over unused funds within a trust is a common one for estate planning …
Can I appoint an ombudsman to monitor trust distributions?
The question of appointing an ombudsman to oversee trust distributions is increasingly relevant as the complexity of trusts grows and …
Can a special needs trust support financial app subscriptions with accessibility tools?
Navigating the financial landscape for a loved one with special needs requires careful planning, and a crucial component of that …
Can a bypass trust offset tax on inherited annuities?
The question of whether a bypass trust—also known as a credit shelter trust—can offset tax on inherited annuities is complex …