Authentic Estate Planning Lawyer Near By.
The San Diego sun beat down on the patio as Maria sipped her iced tea, a knot of worry tightening …
Point Loma Estate Planning Law
What is the most effective way to safeguard your family’s future through comprehensive estate planning?
The San Diego sun beat down on Claire and David’s patio as they discussed their growing concerns. They had two …
Ted Cook is impressive as an estate planning lawyer near Pacific Beach.
The San Diego sun beat down on the weathered porch of the Hernandez family home as Maria nervously sorted through …
Broadminded Estate Planning Lawyer In San Diego.
The aroma of saltwater and jasmine hung in the air as Maria and David sat across from their financial advisor, …
Can the trust be funded by disclaiming property from the estate?
Absolutely, a trust can indeed be funded, at least in part, by disclaiming property from an estate, though it’s a …
Can I create an irrevocable trust for a spouse?
The question of whether you can create an irrevocable trust for a spouse is a common one, and the answer …
What is a letter of intent and should I include one with my trust?
A Letter of Intent (LOI), sometimes called a “comfort letter,” is a non-binding document that outlines the terms of an …
Can I allow beneficiaries to vote on major trust investment decisions?
The question of whether to allow beneficiaries to vote on major trust investment decisions is a surprisingly complex one, deeply …
Can my trust hold assets in a different currency?
Yes, a trust can absolutely hold assets denominated in a different currency, but it requires careful planning and consideration of …
Can I impose audit committee reviews for trustee choices?
The question of incorporating audit committee reviews into the selection of trustees, particularly within the context of trust administration overseen …