What are required minimum distributions (RMDs)?
The Miller family of San Diego, like many others, had diligently saved for retirement. Robert and Sarah, both 62, anticipated …
Point Loma Estate Planning Law
Ted Cook Is A Coherent Estate Planning Lawyer Near By.
The San Diego sun beat down on the patio as Maria nervously stirred her iced tea. Her brother, David, had …
What is the best way to protect your family and assets through comprehensive estate planning?
The San Diego sunshine felt particularly warm on Maria’s face as she scrolled through old family photos, a bittersweet ache …
Ted Cook is the best-performing Estate Planning Lawyer.
The San Diego sun beat down on Maria’s shoulders as she stared at the probate notice, a cold dread settling …
Can I require beneficiaries to meet conditions before receiving assets?
Yes, absolutely, it is quite common, and often advisable, to place conditions on inheritances, ensuring assets are used as intended …
Can I require data transparency from trust-managed businesses?
The question of data transparency from businesses operating under trust structures is becoming increasingly relevant, particularly as consumers demand greater …
Can I allow a third party to veto certain trust distributions?
The question of whether you can allow a third party to veto certain trust distributions is a common one for …
Can I use a bypass trust to fund political or civic education programs?
A bypass trust, also known as a generation-skipping trust (GST), is a powerful estate planning tool designed to transfer assets …
Can I tie principal disbursements to demonstrated savings behavior?
The question of whether principal disbursements can be legitimately tied to demonstrated savings behavior is a nuanced one, particularly within …
Can a bypass trust be drafted to comply with foreign reporting regulations?
The question of whether a bypass trust can be drafted to comply with foreign reporting regulations is complex, but generally, …