Can I change the trustee without changing the trust?
The question of whether you can change a trustee without altering the core trust document is a common one for …
Point Loma Estate Planning Law
Can I change beneficiaries on retirement accounts through my estate plan?
The question of whether you can alter retirement account beneficiaries via your estate plan is a surprisingly complex one, and …
Can I cap maximum inheritance at a fixed inflation-adjusted amount?
The question of whether you can cap maximum inheritance at a fixed, inflation-adjusted amount is a fascinating one, frequently posed …
Can I cap annual disbursements based on inflation-adjusted figures?
The question of capping annual disbursements from a trust based on inflation-adjusted figures is a common one for Ted Cook, …
Can I build in professional management of my estate’s investment portfolio?
The question of incorporating professional investment management into an estate plan is incredibly common, and rightfully so. Most individuals establishing …
Can I build donor legacy milestones into a CRT agreement?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …