Can I fund estate-financed sabbaticals for career transitions?
The concept of funding a sabbatical, or a period of intentional time off for personal or professional development, through estate …
Point Loma Estate Planning Law
Can I tie inheritance to inflation-adjusted performance benchmarks?
The question of whether one can tie inheritance to inflation-adjusted performance benchmarks is increasingly relevant as wealth grows and individuals …
Can the trust be required to fund home accessibility upgrades?
The question of whether a trust can be required to fund home accessibility upgrades is a common one, especially as …
Can I require that trust funds be used for sustainable housing?
The question of directing trust funds towards specific purposes, like sustainable housing, is a complex one, deeply rooted in the …
Can the bypass trust fund continuing education programs?
The question of whether a bypass trust can fund continuing education programs is a common one for estate planning attorneys …
How do I make changes to the trust after it’s created?
Establishing a trust with a San Diego trust attorney like Ted Cook is a significant step in estate planning, but …
How do I fund an irrevocable trust?
Establishing an irrevocable trust is a significant step in estate planning, offering potential benefits like asset protection, tax advantages, and …
How do I create a revocable living trust?
Creating a revocable living trust is a powerful estate planning tool, allowing individuals to control their assets during their lifetime …
How do I avoid probate for forgotten assets?
The specter of probate often looms large in estate planning discussions, but a frequently overlooked aspect is the challenge of …
How can the trust be coordinated with a benefits eligibility review?
Navigating the intersection of special needs trusts and government benefits—like Supplemental Security Income (SSI) and Medi-Cal in California—requires careful coordination. …