Can a trustee also be a beneficiary?
The question of whether a trustee can also be a beneficiary is a common one in estate planning, and the …
Point Loma Estate Planning Law
Can I demand beneficiary media training prior to receiving public-facing roles tied to trust assets?
As an estate planning attorney in San Diego, I frequently encounter situations where beneficiaries inherit not just financial assets, but …
Can a trust be funded with an annuity?
Yes, a trust can absolutely be funded with an annuity, though it requires careful consideration and planning to ensure it …
Can I transfer rental contracts into a CRT as part of a real estate donation?
Charitable Remainder Trusts (CRTs) offer a sophisticated method for charitable giving while providing income to the donor, and the question …
Can I include a no-contest clause related to trust disputes?
A no-contest clause, also known as an *in terrorem* clause, is a provision within a trust or will that aims …
What are the reporting requirements for high-value trusts?
Navigating the world of high-value trusts requires meticulous attention to detail, particularly when it comes to reporting requirements. These aren’t …
What are the most common mistakes in setting up a special needs trust?
Establishing a special needs trust (SNT) is a crucial step for families seeking to protect the financial future of a …
What are the formalities required to make a trust legally valid?
Establishing a legally sound trust in California, and specifically with a San Diego trust attorney like Ted Cook, requires meticulous …
What are the disadvantages of a living trust?
Living trusts are frequently touted as superior estate planning tools, and for many, they are. However, it’s crucial to understand …
What are the annual reporting obligations for the trust?
Navigating the world of trusts can often feel like deciphering a complex code, especially when it comes to annual reporting. …