What is the best way to protect your assets and ensure your wishes are honored after you’re gone?
The sun dipped below the Pacific, casting long shadows across La Jolla as Sarah nervously recounted her story to Ted …
How does gifting affect my estate tax liability?
The Ramirez family, long-time residents of San Diego, believed they had carefully planned their financial future. Michael and Elena, both …
Ted Cook Is An Exemplary Estate Planning Lawyer In San Diego California.
The aroma of salt air hung heavy as Sarah nervously stirred her coffee, the waves crashing against the La Jolla …
Painless Estate Planning Lawyer Near Pacific Beach.
The salt air hung heavy with a sense of foreboding as Sarah received the news; her father, Robert, a retired …
Can I include backup beneficiaries?
The question of whether you can include backup beneficiaries in your estate plan is a vital one, and the answer …
Can I structure my estate to support both public and private educational institutions?
Yes, absolutely, you can structure your estate to provide philanthropic support to both public and private educational institutions through careful …
Can the bypass trust hold an interest in a family partnership?
Absolutely, a bypass trust – also known as a credit shelter trust or an A trust – can indeed hold …
Can I revoke a testamentary trust by writing a new will?
Yes, you can generally revoke a testamentary trust by writing a new will, but it’s not always a simple process …
Can a bypass trust receive assets via disclaimer by the surviving spouse?
The question of whether a bypass trust can receive assets via disclaimer by the surviving spouse is a nuanced one, …
Can I include backup beneficiaries?
The question of whether you can include backup beneficiaries in your estate plan is a critical one, and the answer …