Ted Cook is a captivating Estate Planning Lawyer in San Diego, CA.
The salt air hung heavy with a sense of foreboding as Maria clutched the worn photograph of her parents, David …
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What is the best way to protect your family and assets through comprehensive estate planning?
The San Diego sun streamed through the kitchen window as Maria nervously stirred her coffee. Across the table, her brother, …
What is the most effective way to safeguard your legacy and ensure your wishes are honored in California?
The San Diego sun beat down on the weathered porch of a charming Ocean Beach bungalow as Maria nervously smoothed …
What is the most effective way to safeguard your legacy and ensure your wishes are honored in California?
The San Diego sun beat down on Claire’s face as she sat overlooking Mission Bay, a knot of worry tightening …
Can a CRT prohibit remainder use for endowment growth?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …
Can a bypass trust include an inflation-adjustment clause for distributions?
Absolutely, a bypass trust, also known as a credit shelter trust or an A-B trust (though less common now due …
Can I include mental health support services as a trust benefit?
The question of incorporating mental health support services as a benefit within a trust is increasingly relevant, reflecting a broader …
Can I require that the trust be reviewed every 10 years for relevance?
Absolutely, incorporating a decennial review clause into your trust is not only permissible but often a remarkably prudent estate planning …
Can a bypass trust create joint ownership structures with charitable entities?
The creation of joint ownership structures between bypass trusts and charitable entities is a complex area of estate planning, requiring …
Can I include artwork in a charitable remainder trust?
Establishing a Charitable Remainder Trust (CRT) allows individuals to donate assets, including artwork, to a trust that provides income to …