What are the risks of hiring the wrong estate planning attorney?
The phone slipped from my grasp, clattering onto the hardwood floor. I stared at the screen, the words “irrevocable trust” …
How can an irrevocable trust help me protect assets?
My phone buzzed incessantly, displaying “Mom” across the screen. Dread twisted in my gut. This call couldn’t be good. My …
What are the Essential Steps Involved in Crafting a Comprehensive Estate Plan?
The flickering candlelight cast dancing shadows on the worn, leather-bound journal. Amelia traced her fingers across its surface, a shiver …
How can I identify a dependable estate planning lawyer near me?
The rain hammered against the windowpane, mimicking the relentless anxiety pounding in my chest. My grandmother’s frail hand clutched mine, …
What’s the difference between a good and great estate planning attorney near by
The phone slipped from Martha’s trembling hand, clattering onto the hardwood floor. Tears welled in her eyes as she reread …
Can I create a co-trustee model with rotating leadership?
The idea of a co-trustee model, especially one with rotating leadership, is gaining traction as families seek more collaborative and …
Can I authorize annual trust performance evaluations?
As a San Diego estate planning attorney, Ted Cook often fields questions about the ongoing management of trusts, and one …
Can I require certified financial planners to approve large disbursements?
The question of whether you can require certified financial planners (CFPs) to approve large disbursements from a trust is a …
Can I designate that excess income from the trust be reinvested?
Absolutely, designating the reinvestment of excess income from a trust is a common and strategically valuable practice, particularly in long-term …
Can the trust limit access to certain classes of assets?
Absolutely, a trust can be meticulously crafted to restrict access to specific asset classes, offering a nuanced level of control …