Can I require that family heirlooms be kept in trust and not sold?
The desire to preserve family heirlooms is a deeply emotional one, and fortunately, estate planning tools exist to help ensure …
Point Loma Estate Planning Law
Can a special needs trust fund interactive therapeutic toys?
The question of whether a special needs trust (SNT) can fund interactive therapeutic toys is a common one, and the …
Can I limit beneficiaries’ access to sensitive estate documents?
As an estate planning attorney in San Diego, I frequently encounter clients concerned about the privacy of their estate details, …
Can I restrict foreign travel funding during pandemics or emergencies?
The ability to restrict foreign travel funding during pandemics or emergencies is a complex legal and practical issue, heavily dependent …
Are there tax benefits to using a testamentary trust?
Testamentary trusts, created within a will and coming into effect after death, offer a unique set of tax implications that …
Can I leave a beneficiary out of my estate plan without legal repercussions?
The question of whether you can intentionally exclude a beneficiary from your estate plan is a common one, particularly for …
Can I keep my estate plan private?
The desire for privacy surrounding one’s estate plan is remarkably common, understandable given the deeply personal nature of financial affairs …
Can I instruct the trustee to consider local economic needs when choosing investments?
The question of whether you can instruct a trustee to prioritize local economic needs when making investment decisions is a …
Can I include unborn grandchildren in my trust?
The question of including unborn grandchildren in a trust is a common one for estate planning attorneys like Ted Cook …
Can I include trigger provisions for major medical diagnoses?
The concept of “trigger provisions” within a trust, specifically tied to major medical diagnoses, is gaining traction as estate planning …