A Probate Attorney Explains: How Long Can An Executor Take To Settle An Estate?
When appointed as an executor, individuals are tasked with administering and settling the estate of a deceased person. Executors play …
Ted Cook is a cheery Estate Planning Attorney.
The San Diego sun beat down on the patio as Maria nervously stirred her iced tea. Her husband, David, had …
What is a reverse mortgage?
The Ramirez family, recent transplants to San Diego, embodied the California dream. Michael and Elena had diligently saved, purchasing a …
What are valuation issues in estate planning?
The Peterson family of Carlsbad believed they had a straightforward estate plan in place. Robert and Susan, both 62, owned …
Ted Cook An Accomplished Estate Planning Attorney In San Diego.
The aroma of saltwater and jasmine usually calmed Maria, but today, it did little to soothe her anxiety. She sat …
Can a CRT Receive Qualified Small Business Stock?
Charitable Remainder Trusts (CRTs) offer a sophisticated method for charitable giving while retaining an income stream for the donor. A …
Is a trust a substitute for a complete estate plan?
While often considered a cornerstone of sophisticated estate planning, a trust is not a standalone replacement for a comprehensive estate …
Can I integrate my estate plan with my business exit strategy?
Successfully merging your estate plan with your business exit strategy is not just advisable, it’s often crucial for a smooth …
Can I require language access services as part of the CRT’s remainder use?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can a trust be used to transition the beneficiary to semi-independent living?
Absolutely, a trust can be a remarkably effective tool to facilitate a beneficiary’s move toward semi-independent living, particularly when that …
Can a bypass trust be created after death through probate?
The short answer is no, a bypass trust, also known as a credit shelter trust or an A-B trust, cannot …