Can I set up a trust for non-family members?
Yes, you absolutely can establish a trust benefiting individuals who are not family members, although there are specific considerations to …
Point Loma Estate Planning Law
Can I require the trustee to provide annual updates to my heirs?
Absolutely, you can, and often should, incorporate provisions into your trust document requiring regular updates to your heirs from the …
Can estate planning help protect assets from nursing home costs?
The rising cost of long-term care, particularly nursing home expenses, is a significant concern for many Americans, with the national …
Can I require non-disclosure agreements for sensitive asset handling?
As an estate planning attorney in San Diego, I frequently encounter clients with complex financial portfolios and deeply personal family …
Can a special needs trust cover classes on consent and personal boundaries?
Absolutely, a special needs trust can, and often *should*, cover classes on consent and personal boundaries for a beneficiary, aligning …
Can I prevent disbursements if a beneficiary is facing bankruptcy?
As a trust attorney in San Diego, Ted Cook frequently encounters questions about protecting trust assets from the financial difficulties …
Can I prevent a beneficiary from spending irresponsibly?
As a San Diego trust attorney like Ted Cook often advises, the concern about beneficiaries mismanaging inherited funds is remarkably …
Can I plan for tax-efficient transfer of foreign assets?
The question of tax-efficient transfer of foreign assets is increasingly pertinent in today’s globalized world. Many individuals and families have …
Can I plan for incapacity through estate planning?
The question of preparing for potential incapacity is paramount in comprehensive estate planning, and a concern Ted Cook, a San …
Can I plan for changes in banking regulations that affect asset transfers?
The landscape of banking regulations is perpetually shifting, and these changes can significantly impact asset transfers within trusts. Careful planning …