Can I restrict trustees from making investment decisions without consensus?
As an estate planning attorney in San Diego, I often encounter clients concerned about how their assets will be managed …
Point Loma Estate Planning Law
What is a special needs trust?
A special needs trust, also known as a supplemental needs trust, is a legally established arrangement designed to hold assets …
Can I require public service internships to unlock educational grants?
The concept of tying educational grant eligibility to mandatory public service internships is gaining traction as a potential solution to …
Can a special needs trust be used to fund specialized driving programs?
Absolutely, a special needs trust can, under certain circumstances, be utilized to fund specialized driving programs for beneficiaries with disabilities, …
Can a CRT require annual visits by the charity to trust-managed property?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to a trust, receive income …
Is there an app for managing trust records?
The digital age has revolutionized nearly every aspect of our lives, and estate planning is no exception. While the idea …
Is it legal to create a trust without informing family members?
The question of whether it’s legal to create a trust without informing family members is surprisingly common, and the answer …
Is a Trust a Substitute for a Complete Estate Plan?
Many individuals in San Diego, and across the nation, often believe that creating a trust automatically equates to having a …
Is a Testamentary Trust Better Than a Revocable Trust?
The question of whether a testamentary trust is “better” than a revocable trust isn’t about one being universally superior; rather, …
Is a Living Trust Suitable for Single Individuals?
The question of whether a living trust is suitable for single individuals is one Ted Cook, a Trust Attorney in …