Can I include sustainability clauses for real estate in the trust?
The increasing awareness of environmental responsibility is now extending into estate planning, with many individuals seeking ways to ensure their …
Point Loma Estate Planning Law
Can I include real estate subject to a mortgage in the CRT?
The question of including real estate with an existing mortgage within a Charitable Remainder Trust (CRT) is a common one, …
Can I use estate planning to honor cultural or religious traditions?
Yes, estate planning offers a powerful avenue to integrate and preserve cultural or religious traditions for future generations, extending beyond …
Can my estate plan reward heirs who serve in the military or public service?
Yes, absolutely, your estate plan can absolutely be structured to incentivize and reward heirs who dedicate their lives to military …
Can I require non-competition agreements for business-related heirs?
The question of whether you can require non-competition agreements for business-related heirs is complex, heavily dependent on state law, and …
How often should I review or update my trust?
Establishing a trust with a qualified trust attorney like Ted Cook in San Diego is a significant step in estate …
How long does it take to establish an irrevocable trust?
Establishing an irrevocable trust is a significant legal undertaking, and the timeline can vary considerably. Unlike a revocable trust, which …
How is “reasonable” trustee compensation determined by law?
Determining “reasonable” trustee compensation is a complex legal issue, governed primarily by state law and guided by principles of fairness, …
How is a testamentary trust taxed?
Testamentary trusts, created within a will and taking effect after death, offer a powerful estate planning tool, but understanding their …
How far in advance should I set up an irrevocable trust for Medicaid?
Planning for potential long-term care needs, and specifically considering an irrevocable trust for Medicaid eligibility, is a proactive step many …