What is the best way to protect your family and assets through comprehensive estate planning?
The San Diego sun beat down on Maria’s shoulders as she scrolled through endless probate documents. Just months prior, her …
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The aroma of saltwater and blooming jasmine usually brought a sense of peace to Maria and David Sanchez, residents of …
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The afternoon sun cast long shadows across the manicured lawns of Del Mar, but inside the office of Ted Cook, …
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The San Diego sunshine felt particularly warm on Maria’s face that Tuesday, yet a gnawing anxiety overshadowed the pleasant weather. …
Can the trust hold a specific minimum in cash reserves at all times?
Yes, a trust can absolutely be designed to maintain a specific minimum amount of cash reserves at all times, and …
Can I require pre-marital agreements for beneficiaries?
The question of whether you can require pre-marital agreements for beneficiaries is a nuanced one, deeply rooted in estate planning …
Can I prohibit certain investments in the trust?
As an estate planning attorney in San Diego, I frequently encounter clients wanting to exert control over not just *if* …
Can a bypass trust require tax planning education for heirs?
The creation of a bypass trust, also known as a credit shelter trust or a B trust, is a sophisticated …
Can I use the trust to sponsor family summits on wealth management?
Establishing and maintaining wealth isn’t just about accumulating assets; it’s about preserving them for future generations and fostering financial literacy …
Can the trust include succession planning for key business assets?
The question of incorporating succession planning for key business assets within a trust is paramount for business owners, and a …