Why would someone choose an irrevocable trust?
An irrevocable trust, while seemingly complex, offers a powerful suite of benefits for individuals seeking long-term asset protection, estate tax …
Point Loma Estate Planning Law
Can I prevent beneficiaries from pledging trust assets as loan collateral?
As an estate planning attorney in San Diego, I often encounter concerns from trust creators who worry about their beneficiaries …
Can a special needs trust provide for trust document translation services?
Navigating the complexities of estate planning is challenging enough, but when a beneficiary has special needs, and potentially speaks a …
What happens if I die without a will and trust?
Dying without a will and a trust in California, known as dying “intestate,” doesn’t mean your assets vanish, but it …
Can I give specific gifts in a trust?
Yes, you absolutely can designate specific gifts within a trust, and it’s a common and powerful estate planning technique that …
Can I require trustee reports be submitted to an attorney annually?
The question of whether you can require trustee reports be submitted to an attorney annually is a common one for …
Can I require trust funds to be invested in socially responsible assets?
The question of aligning investment strategies with personal values, specifically through socially responsible investing (SRI), is becoming increasingly prevalent for …
Can I require the trustee to submit an annual investment philosophy statement?
As a grantor establishing a trust with Ted Cook, a San Diego trust attorney, it’s entirely reasonable – and often …
Can I require the trustee to meet with my financial advisor annually?
The question of whether you can *require* a trustee to meet with your financial advisor annually is a common one, …
Can I require the trustee to file reports with a probate court?
The question of whether you can require a trustee to file reports with a probate court is a common one …