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Point Loma Estate Planning Law

What happens if my trust documents are lost?

June 3, 2025 by admin

Losing the original documents for your trust can be a stressful situation, but it’s not the end of the world, …

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Can I require use of cooperatively owned financial institutions?

June 3, 2025 by admin

The question of whether you can *require* the use of cooperatively owned financial institutions within your estate plan is complex, …

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Can a trust help with identity verification for state or federal programs?

June 3, 2025 by admin

The question of whether a trust can aid in identity verification for state or federal programs is increasingly relevant in …

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Can I make provisions for the care of a disabled sibling?

June 3, 2025 by admin

Yes, absolutely, and it’s a remarkably thoughtful consideration within estate planning; planning for the long-term care of a disabled sibling …

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What happens to the trust if the will is invalid?

June 3, 2025 by admin

The interplay between a will and a trust can be complex, and the invalidity of a will doesn’t automatically negate …

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Can I disallow investments in weapons manufacturers?

May 9, 2025 by admin

The question of ethically aligning your investments with your values is becoming increasingly prevalent, and the ability to exclude specific …

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Can I direct the trust to acquire land for future generations?

May 9, 2025 by admin

The question of whether a trust can be directed to acquire land for future generations is a common one, particularly …

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Can I direct that my estate support specific political or advocacy causes?

May 9, 2025 by admin

The question of directing estate funds towards specific political or advocacy causes is a common one for Ted Cook’s clients …

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Can I direct how specific items are distributed through a testamentary trust?

May 9, 2025 by admin

The question of directing specific item distribution within a testamentary trust is a common one for Ted Cook, a Trust …

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Can I direct charitable donations annually through my trust?

May 9, 2025 by admin

The question of whether you can direct charitable donations annually through your trust is a common one, and the answer …

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