Is an irrevocable trust right for single people?
For single individuals, the question of whether an irrevocable trust is right is complex, demanding careful consideration of personal circumstances …
Is a testamentary trust part of a will?
The question of whether a testamentary trust is *part* of a will is a common one, and the answer is …
Is a Living Trust Suitable for Single Individuals?
The question of whether a living trust is suitable for single individuals is frequently asked, and the answer is a …
How should I plan differently for aging parents versus young children?
Estate planning is often perceived as a process reserved for those nearing the end of life or with significant wealth, …
How often should I review my irrevocable trust?
Irrevocable trusts, while offering significant benefits in estate planning, are not “set it and forget it” tools. While the name …
How long do records of a testamentary trust need to be maintained?
Testamentary trusts, established through a will and becoming active upon death, require diligent record-keeping, but determining the precise retention period …
How is capital gains tax handled in an irrevocable trust?
Irrevocable trusts, powerful tools in estate planning, often raise complex questions regarding tax implications, particularly when it comes to capital …
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 …