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Point Loma Estate Planning Law

Can I limit my executor’s powers?

June 8, 2025 by admin

The question of limiting an executor’s powers is a common one for Ted Cook’s clients here in San Diego, and …

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Can I place environmental stewardship obligations on real estate held in trust?

June 8, 2025 by admin

The question of incorporating environmental stewardship obligations into real estate held in trust is gaining prominence as both environmental awareness …

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Can a special needs trust pay for backup glasses or contact lenses?

June 8, 2025 by admin

Navigating the financial landscape for a loved one with special needs requires meticulous planning, and a critical component of that …

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Is it better to have one trust per property or combine them?

June 8, 2025 by admin

Deciding whether to establish separate trusts for each property or consolidate them into a single trust is a frequent question …

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Can I specify trust distributions to be held in escrow?

June 8, 2025 by admin

The question of whether you can specify trust distributions to be held in escrow is a common one, and the …

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Does getting divorced affect my testamentary trust?

May 11, 2025 by admin

Divorce is a life-altering event, impacting not only emotional well-being but also legal and financial structures, including those meticulously planned …

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Does a Trust Need to Be Notarized?

May 11, 2025 by admin

The question of whether a trust needs to be notarized is a common one for individuals exploring estate planning in …

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Does a testamentary trust follow state or federal law?

May 11, 2025 by admin

The question of whether a testamentary trust follows state or federal law is a crucial one for anyone considering estate …

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Does a Living Trust Avoid Probate?

May 11, 2025 by admin

The question of whether a living trust avoids probate is central to many estate planning discussions, and for good reason. …

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Do I need to update my trust if I move states?

May 11, 2025 by admin

Moving states is a significant life event, and it naturally prompts questions about how it impacts your estate planning documents, …

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Recent Posts

  • Can the trust include a reserve for end-of-life medical expenses?
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