What are the order of inheritance in my state?
The Ramirez family, residents of San Diego County, embodied a typical Californian dream. John and Maria Ramirez, both hardworking professionals, …
Point Loma Estate Planning Law
Hospitable Estate Planning Lawyer In San Diego.
The San Diego sun beat down on Maria’s face as she stared at the unopened stack of legal documents; a …
What is the best way to protect my family and assets through estate planning?
The sun-drenched streets of San Diego often conceal complex financial realities. Consider the case of Maria, a vibrant schoolteacher living …
Will And Estate Attorneys near Ca. 92117.
The San Diego sun beat down on the patio as Maria sat with her brother, David, a knot of worry …
Does a revocable trust protect against Medicaid estate recovery?
The question of whether a revocable trust shields assets from Medicaid estate recovery is complex and depends heavily on state-specific …
Can a person with a mental illness be a beneficiary of a special needs trust?
Yes, a person with a mental illness can absolutely be a beneficiary of a special needs trust, and in many …
How does an irrevocable trust affect my eligibility for financial aid?
Navigating the financial aid landscape can be complex, and the inclusion of an irrevocable trust adds another layer of consideration …
What are the tax filing requirements for a revocable trust?
A revocable trust, also known as a living trust, is a popular estate planning tool allowing individuals to maintain control …
Can I establish a bypass trust using proceeds from a structured settlement?
The question of utilizing proceeds from a structured settlement to fund a bypass trust – also known as a disclaimer …
Can I require transparency clauses for future beneficiaries?
The question of requiring transparency from future beneficiaries of a trust is a common one for Ted Cook, a trust …