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Point Loma Estate Planning Law

Can I fund a health insurance policy for long-term dependent relatives?

May 10, 2025 by admin

The question of funding health insurance for long-term dependent relatives is a complex one, heavily influenced by federal regulations, state …

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Can I fund a CRT using the sale of mineral rights?

May 10, 2025 by admin

The question of whether one can fund a Charitable Remainder Trust (CRT) with the sale of mineral rights is a …

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Can I fund a charitable remainder trust through a charitable bequest?

May 10, 2025 by admin

The intersection of charitable remainder trusts (CRTs) and charitable bequests is a nuanced area of estate planning, but the short …

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Can I Freeze Distributions During Internal Family Investigations?

May 10, 2025 by admin

As a trust attorney in San Diego, Ted Cook frequently encounters situations where families grapple with internal disputes and the …

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Can I exclude real estate from investment calculations for distribution purposes?

May 10, 2025 by admin

The question of whether you can exclude real estate from investment calculations when determining distributions from a trust is complex …

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Can I establish voting rights within my family around trust decisions?

May 10, 2025 by admin

The concept of establishing “voting rights” within a family trust is a fascinating one, and a question Ted Cook, a …

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