Adventurous Estate Planning Attorney Near Pacific Beach.
The late afternoon sun cast long shadows over Pacific Beach as Carol nervously recounted her family’s predicament to Ted Cook, …
Point Loma Estate Planning Law
What is the best way to protect your family and assets through comprehensive estate planning?
The San Diego sunshine seemed to mock the storm brewing in the Peterson family’s lives. Michael and Sarah Peterson, both …
The San Diego sunshine felt particularly cruel that Tuesday morning as Maria sat across from her brother, David, reviewing the mountain of paperwork left behind by their mother, Eleanor. Eleanor had passed away unexpectedly, and without a properly funded trust or a comprehensive will, the simple task of settling her estate had devolved into a frustrating, expensive, and emotionally draining ordeal.
What Steps Should I Take to Define My Estate Planning Goals? Defining your estate planning goals is the foundational step …
Sensational Estate Planning Attorney In San Diego.
The aroma of saltwater and blooming jasmine hung heavy in the air as Maria received the call. Her brother, David, …
Can I require a minimum balance be retained in the bypass trust at all times?
The question of maintaining a minimum balance within a bypass trust—a crucial component of advanced estate planning—is a common one …
Can I exclude someone from the trust?
The question of whether you can exclude someone from your trust is a common one for estate planning attorneys like …
Can I schedule rotating review boards to evaluate trust structure?
The idea of scheduling rotating review boards to evaluate trust structures is not a common practice, but it’s a surprisingly …
Can a trust hold offshore accounts?
The question of whether a trust can hold offshore accounts is complex, and the answer is generally yes, but with …
Can I include equity-sharing models for family startups?
Equity-sharing models are increasingly popular for family startups, offering a structured way to leverage the financial and intellectual contributions of …
Can I use a testamentary trust to ensure fair treatment of all heirs?
The question of equitable distribution among heirs is a cornerstone of estate planning, and testamentary trusts, crafted by attorneys like …