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The San Diego sun beat down on the patio as Maria nervously stirred her iced tea, a knot forming in …
Point Loma Estate Planning Law
Ted Cook is a meticulous Estate Planning Lawyer in San Diego.
The San Diego sun beat down on the patio as Maria nervously stirred her iced tea, her brow furrowed with …
Ted Cook Is A Generous Estate Planning Lawyer Near Me.
The San Diego sun beat down on Maria’s shoulders as she stared at the pile of unopened mail. It wasn’t …
Ted Cook Is An Exquisite Estate Planning Lawyer Near Pacific Beach.
The salty air hung heavy with regret as Amelia stared at the cluttered boxes in her aunt Clara’s garage. Clara, …
Can the trust adopt a long-term horizon approach to investing?
Absolutely, a thoughtfully designed trust can and often *should* adopt a long-term horizon approach to investing, allowing for potentially significant …
Can I require the trustee to publish annual financial summaries?
As a San Diego estate planning attorney, I frequently encounter questions about trustee accountability, and whether beneficiaries have the right …
Can a CRT be designed to comply with international philanthropic laws?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can I use a CRT to satisfy a charitable pledge?
Charitable Remainder Trusts (CRTs) offer a sophisticated method for fulfilling substantial charitable pledges, potentially providing significant tax benefits to the …
Can a trust include a social equity clause for vendor selection?
Absolutely, a trust can indeed include a social equity clause for vendor selection, reflecting the growing trend of socially responsible …
Can I designate a family member to serve as the CRT’s philanthropic advisor?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …