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 …
Point Loma Estate Planning Law
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 bypass trust terminate automatically upon reaching a certain asset threshold?
The question of whether a bypass trust, also known as a credit shelter trust or an A-B trust, can automatically …
Can I allocate a portion of my business succession plan to a CRT?
The question of integrating a Charitable Remainder Trust (CRT) into a business succession plan is a sophisticated one, increasingly relevant …
Can a special needs trust fund subscriptions for accessible reading materials?
Absolutely, a special needs trust (SNT) can, and often should, fund subscriptions for accessible reading materials, provided it aligns with …
What happens to trust administration during a trustee transition?
The transition of trusteeship, while a natural part of estate planning, requires careful navigation to ensure the continued smooth administration …
Do beneficiaries pay taxes on testamentary trust distributions?
Yes, beneficiaries generally do pay taxes on distributions they receive from a testamentary trust, though the specifics can be complex …
Can I include a sunset clause for the trust?
The concept of a “sunset clause” within a trust, while not a traditional term used by estate planning attorneys like …