What is the best way to protect your family and assets through comprehensive estate planning?
The San Diego sun beat down on the weathered porch of a small bungalow in Ocean Beach, where Maria and …
Point Loma Estate Planning Law
The midday sun beat down on La Jolla, but inside the cozy office of Ted Cook, the atmosphere was one of quiet concern. Sarah and Mark Peterson, a couple in their early forties, sat opposite him, their faces etched with worry. They had just received a devastating phone call—Mark’s mother, Helen, had suffered a stroke and was unable to communicate her wishes regarding her estate. Consequently, the family was facing a potentially lengthy and expensive probate process, a situation they were ill-prepared for.
What Steps Should I Take to Define My Estate Planning Goals? Defining your estate planning goals is paramount; it’s the …
Could a comprehensive estate plan truly safeguard your family’s future?
The San Diego sun beat down on the Hernandez family as they gathered for their annual barbecue. Maria and David, …
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 stared at the paperwork, a knot tightening in her …
What reports are trustees required to make?
As a San Diego estate planning attorney, I frequently encounter questions about the responsibilities of trustees, and a core component …
Can I restrict trust investments to U.S.-based companies?
As an estate planning attorney in San Diego, I often receive questions about the flexibility offered within a trust, and …
Can my trust be sued?
Yes, a trust, despite its perceived protective nature, can absolutely be sued, and understanding the potential liabilities is crucial for …
Can the trust prohibit donations to political campaigns?
The question of whether a trust can prohibit donations to political campaigns is complex, navigating the intersection of personal values, …
Can I convert a revocable trust to an irrevocable trust?
The question of converting a revocable trust to an irrevocable trust is a common one for estate planning clients, and …
Can a trust support experimental education models or institutions?
The question of whether a trust can support experimental education models or institutions is a complex one, deeply rooted in …