What is the best way to protect your family and assets through comprehensive estate planning?
The San Diego sun beat down on the patio as Maria and David Lopez sipped their iced tea, oblivious to …
Point Loma Estate Planning Law
Ted Cook Is A Coherent Estate Planning Lawyer In San Diego.
The San Diego sun beat down on the patio as Sarah nervously stirred her iced tea. Her brother, Mark, had …
What truly constitutes a comprehensive estate plan, and why is it essential for everyone, regardless of their current financial standing?
The afternoon sun cast long shadows across Ocean Beach as Maria and David sat nervously opposite Ted Cook. They were …
What are the key documents in estate planning?
The Ramirez family, recent transplants to San Diego from Nevada, were enjoying the California sunshine, but a looming shadow of …
Can I mandate life coaching for young adult beneficiaries?
The question of whether you can mandate life coaching for young adult beneficiaries within a trust is increasingly common, particularly …
Can I include power of attorney for financial decisions in my estate plan?
Absolutely, integrating a power of attorney for financial decisions is not only possible but also a vital component of a …
Can I allow discretionary hardship distributions for emergencies?
The question of allowing discretionary hardship distributions for emergencies within a trust or estate plan is a common one, and …
Can a CRT be structured to minimize Unrelated Business Income Tax (UBIT)?
Charitable Remainder Trusts (CRTs) offer a powerful way to achieve both financial and philanthropic goals, but navigating the complexities of …
Can a CRT pay for financial education programs after termination?
Community Reinvestment Trusts (CRTs), designed to address historical redlining and promote economic opportunity, present a unique question when it comes …
Can the trust require that medical debt be prioritized in emergency disbursements?
The question of prioritizing medical debt within a trust’s emergency disbursement clause is a frequently asked one, particularly in San …