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 …
Point Loma Estate Planning Law
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 …
Can I include sustainability KPIs in trust investment policies?
The integration of sustainability Key Performance Indicators (KPIs) within trust investment policies is not only permissible but increasingly viewed as …