Can I define family voting thresholds for major trust changes?
The question of family voting thresholds for major trust changes is a common one for Ted Cook’s clients, especially those …
Can a bypass trust be used in community property states?
The utilization of bypass trusts, also known as credit shelter trusts, in community property states like California, Arizona, Nevada, New …
Can a CRT support capital campaigns of a specific charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can I require that heirs draft personal mission statements?
As an estate planning attorney in San Diego, I’m often asked about how to instill values and responsible financial stewardship …
Can a trustee be held personally liable?
The question of whether a trustee can be held personally liable is a critical one for anyone serving in that …
How do I expedite the resolution process with my estate planning lawyer nearby?
The acrid smell of burnt toast jolted me awake. My eyes stung from sleep, but a different kind of ache …
How Can A Trust Protect My Assets?
The phone slipped from my grasp, clattering onto the hardwood floor. My heart hammered in my chest as I reread …
Where should I direct a request about trust corrections?
The dusty box sat on the shelf, forgotten for years. Inside lay yellowed documents, legal jargon swirling like an untamed …
Who tracks unresolved service issues with estate planning lawyers near by?
The antique grandfather clock chimed twice, its resonant sound echoing through the dimly lit study. Margaret clutched a worn document …
Where can I find a vetted estate planning attorney near me?
The rain lashed against the windows, mirroring the storm brewing inside Amelia. She clutched the crumpled will in her hand, …