Can a trust help protect against elder financial abuse?
Elder financial abuse is a pervasive and heartbreaking issue, with estimates suggesting that one in ten older Americans experience some …
Point Loma Estate Planning Law
Can I tie benefits to military or public service participation?
The question of incorporating benefits tied to military or public service participation within estate planning is increasingly common, reflecting a …
Can I establish a private fund for heirs’ future charitable interests?
Yes, establishing a private fund for heirs’ future charitable interests is absolutely possible, and increasingly popular as families seek to …
Can a CRT be tied to the donor’s ESG investing preferences?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while receiving an …
Can I limit the ability to sell inherited real estate?
The question of controlling the disposition of inherited real estate is a common one for estate planning, particularly for those …
Can I fund a health insurance policy for long-term dependent relatives?
The question of funding health insurance for long-term dependent relatives is a complex one, heavily influenced by federal regulations, state …
Can I fund a CRT using the sale of mineral rights?
The question of whether one can fund a Charitable Remainder Trust (CRT) with the sale of mineral rights is a …
Can I fund a charitable remainder trust through a charitable bequest?
The intersection of charitable remainder trusts (CRTs) and charitable bequests is a nuanced area of estate planning, but the short …
Can I Freeze Distributions During Internal Family Investigations?
As a trust attorney in San Diego, Ted Cook frequently encounters situations where families grapple with internal disputes and the …
Can I exclude real estate from investment calculations for distribution purposes?
The question of whether you can exclude real estate from investment calculations when determining distributions from a trust is complex …