Can I structure my estate plan to benefit domestic and international charities?
The desire to leave a lasting legacy extends beyond family for many individuals, prompting them to include charitable giving as …
Point Loma Estate Planning Law
Can I structure a CRT to fund veterinary care programs?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, often utilized for significant charitable giving while simultaneously providing income to …
Can I stagger trust distributions over decades?
The concept of staggering trust distributions over decades is not only possible but is a common and often highly advisable …
Can I split a bypass trust into separate trusts for each child?
The question of whether you can split a bypass trust—also known as a credit shelter trust or an A-B trust—into …
Can I specify that a bypass trust only funds environmentally sustainable investments?
The question of whether you can specify that a bypass trust—also known as a QTIP trust or marital trust—only funds …
Can I specify housing allowances in the trust?
The question of whether you can specify housing allowances within a trust is a common one for Ted Cook, a …