What does it mean for a trust to be “duly executed”?
The phrase “duly executed” when referring to a trust, signifies that all the legal requirements for its creation have been …
Point Loma Estate Planning Law
Can a special needs trust hold cryptocurrency?
The question of whether a special needs trust can hold cryptocurrency is increasingly relevant as digital assets gain mainstream acceptance, …
Can I mandate multi-signature approval for capital distributions?
As an estate planning attorney in San Diego, I often encounter clients wanting to implement robust controls over the distribution …
Can I restrict any future consolidation with other trusts?
The question of restricting future consolidation of trusts is a common one for Ted Cook’s clients in San Diego, and …
Can the CRT be combined with a qualified personal residence trust strategy?
Combining a Charitable Remainder Trust (CRT) with a Qualified Personal Residence Trust (QPRT) is an advanced estate planning technique that …
Can estate planning help me manage collectibles or rare items?
Estate planning is often viewed through the lens of financial assets – stocks, bonds, real estate – but it extends …
Can estate planning ensure continuity for a vacation home?
The allure of a vacation home extends beyond personal enjoyment; it often represents generations of memories and a desire to …
Can estate planning account for inflation?
Estate planning is often viewed as a static exercise – creating documents now to govern assets in the future. However, …
Can creditors go after assets in my revocable trust?
The question of whether creditors can pursue assets held within a revocable trust is a frequent concern for individuals engaging …
Can beneficiaries receive regular distributions?
The question of whether beneficiaries can receive regular distributions from a trust is central to understanding the functionality and purpose …