Can a special needs trust provide stipends for tech testing relevant to the beneficiary’s condition?
Absolutely, a special needs trust can, and often *should*, provide stipends for technology testing and related expenses relevant to the …
Point Loma Estate Planning Law
Can I create instructions for heirs on managing environmental risks with inherited property?
Inheriting property presents many challenges, but one often overlooked aspect is the potential for environmental liabilities. Many heirs are unaware …
Can I use a special needs trust to pay for job coaches?
The question of whether a special needs trust can cover the costs of a job coach is a common one …
Can a CRT own conservation easements?
Conservation easements are a powerful tool for land preservation, offering tax benefits to landowners who voluntarily restrict development on their …
How do I title a bank account in the name of the trust?
Titling a bank account in the name of a trust is a critical step in effective estate planning, ensuring assets …
Can I direct income from estate property to go to a specific family branch?
The question of directing income from estate property to a specific family branch is a common one for Ted Cook, …
Can I direct funds toward grief support during trust transitions?
The transition of wealth through a trust, while legally and financially sound, often occurs during deeply emotional times – times …
Can I dictate succession rules for family heirlooms separately from financial assets?
The question of separating the distribution of family heirlooms from financial assets within an estate plan is a common one, …
Can I designate separate trustees for separate asset categories?
The question of whether you can designate separate trustees for different asset categories within a trust is a common one …
Can I designate funds to protect against future property disputes?
The question of proactively funding defense against potential property disputes is a common one for clients of Ted Cook, a …