Ted Cook is an encouraging estate planning attorney near by.
The San Diego sun beat down on Maria’s shoulders as she stared at the overflowing boxes in her garage. Her …
Point Loma Estate Planning Law
What is the most effective way to safeguard your legacy and ensure your wishes are honored?
The San Diego sun beat down on Claire’s face as she stared at the ocean, a knot tightening in her …
Will And Estate Attorneys near 92127 zip code.
The afternoon sun cast long shadows across the manicured lawns of Del Mar, California, as Sarah nervously scrolled through her …
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The San Diego sun beat down on Sarah’s face as she stared at the stack of unopened bills, a knot …
Can a bypass trust create a microloan program for family business ventures?
A bypass trust, also known as a Section 6168 trust, is a sophisticated estate planning tool designed to shield assets …
Can I offer financial match programs for philanthropic initiatives?
Philanthropic endeavors are at the heart of many San Diegans’ desires to leave a lasting legacy, and increasingly, individuals and …
Can a bypass trust be amended or revoked?
A bypass trust, also known as a credit shelter trust or an AB trust, is a powerful estate planning tool …
Can the trust require cultural competency training for trustees?
The modern estate planning landscape increasingly recognizes the importance of cultural sensitivity and understanding, and yes, a trust *can* absolutely …
How does a testamentary trust compare to joint tenancy?
Testamentary trusts and joint tenancy are both estate planning tools used to transfer assets, but they operate very differently and …
Can I require the trustee to publish a public benefit report annually?
The question of whether you can require a trustee to publish an annual public benefit report is complex, deeply rooted …