Can I defer capital gains on a property sale through a CRT?
A Charitable Remainder Trust (CRT) is a sophisticated estate planning tool that allows individuals to donate appreciated property, like real …
Point Loma Estate Planning Law
Can a trust be used for property management?
Absolutely, a trust can be a remarkably effective tool for property management, offering a level of control and continuity that …
Can the bypass trust require a beneficiary to reside in a particular country or state?
The flexibility of estate planning tools like bypass trusts—also known as credit shelter trusts or exemption trusts—is a cornerstone of …
Can I make special arrangements for a beneficiary’s medical condition?
Navigating estate planning can be complex, and the needs of beneficiaries with medical conditions add another layer of consideration. It’s …
Can a family member challenge a trustee’s appointment?
The appointment of a trustee, while seemingly straightforward, can be a source of contention within families, and yes, a family …
Is a special needs trust considered irrevocable?
The question of whether a special needs trust (SNT) is considered irrevocable is central to understanding its function and benefits. …
Is a diagnosis required to set up a special needs trust?
The question of whether a formal diagnosis is *required* to establish a Special Needs Trust (SNT) is a common one, …
How much does it cost to set up a trust?
The question of trust establishment costs is incredibly common, and the answer, unfortunately, isn’t straightforward. As a San Diego trust …
How long can an irrevocable trust last?
Irrevocable trusts, a cornerstone of estate planning championed by attorneys like Ted Cook in San Diego, are often perceived as …
How is Conflict of Interest Handled in Testamentary Trust Administration?
Testamentary trusts, established through a will, present unique challenges in administration, not least of which is the potential for conflicts …