What is the most effective way to safeguard your family’s future through comprehensive estate planning?
The San Diego sun beat down on Maria’s shoulders as she stared at the probate court building. Just months prior, …
Point Loma Estate Planning Law
Can I disinherit someone?
The question often arises within families—can a parent, or any estate planner, deliberately exclude an heir from receiving any portion …
What is the most effective way to protect your family and assets through comprehensive estate planning?
The San Diego sun beat down on Maria’s shoulders as she scrolled through emails, a knot tightening in her stomach …
What steps should I take to protect my family and assets through estate planning?
The San Diego sun beat down on Claire’s shoulders as she stared out at the Pacific. Just weeks ago, her …
Can I require beneficiaries to file annual taxes before accessing income?
The question of whether you can require beneficiaries to file annual taxes before accessing income from a trust is complex, …
Can I leave assets to a trust from another country?
Navigating international estate planning can be complex, but it is absolutely possible to leave assets to a trust located in …
Can a court invalidate my trust?
The creation of a trust is a powerful tool for estate planning, allowing individuals to control their assets even after …
Can I appoint an investment committee to oversee CRT assets?
Community Property Trusts (CPTs), increasingly popular in California estate planning, offer a unique structure for managing assets while providing creditor …
Can a bypass trust pay for advanced caregiving services?
The question of whether a bypass trust can cover advanced caregiving services is a frequent one for estate planning attorneys …
Can a trust reward marriage or parenting milestones?
The question of whether a trust can reward marriage or parenting milestones is a surprisingly common one for Ted Cook, …