Can I require continuing education for all beneficiaries?
The question of whether you can *require* continuing education for beneficiaries is a complex one, often explored by clients of …
Point Loma Estate Planning Law
Can I include a spendthrift clause in a bypass trust?
The question of whether a spendthrift clause can be included in a bypass trust is a common one for estate …
Can a charitable remainder trust be used to benefit a disabled child?
A charitable remainder trust (CRT) can indeed be a powerful tool to benefit a disabled child, offering both financial support …
Can a trust include data-sharing policies with medical providers?
Yes, a trust can absolutely include data-sharing policies with medical providers, although it requires careful planning and adherence to both …
Can I fund a trust over time with different types of assets?
Absolutely, a common and highly effective estate planning strategy involves funding a trust incrementally with various asset types over time, …
How does a living trust impact Medicaid planning?
Navigating the complexities of Medicaid eligibility while simultaneously aiming to protect assets can feel like walking a tightrope. A living …
How do testamentary trusts fit into long-term estate planning?
Testamentary trusts are powerful tools within a comprehensive estate plan, created not during a person’s lifetime, but *within* their will. …
How do I transfer an LLC interest into a trust?
Transferring an LLC interest into a trust is a critical estate planning step for business owners in San Diego, and …
How do I prevent disputes among beneficiaries?
Navigating estate planning is rarely just about assets; it’s about people. Ted Cook, a Trust Attorney in San Diego, frequently …
How do I know if a special needs trust is the right option?
Navigating the world of estate planning can feel incredibly daunting, especially when it involves a loved one with special needs. …