What steps should I take to ensure my assets are protected and distributed according to my wishes?
The San Diego sun beat down on the patio as Robert and Maria enjoyed a quiet breakfast. They had built …
The San Diego sun beat down on the patio as Robert and Maria enjoyed a quiet breakfast. They had built …
The San Diego sun beat down on Maria’s shoulders as she scrolled through emails, a knot tightening in her stomach …
The late afternoon sun cast long shadows across the dining room table as Maria and David Hernandez nervously reviewed the …
The late afternoon sun cast long shadows across the patio as Maria nervously recounted her family’s predicament to Ted. Her …
Absolutely, a trust can and increasingly does include instructions to avoid environmentally harmful investments, aligning with the growing field of …
The question of temporarily delegating trust access to charitable entities is a complex one, often arising when a trustee desires …
Yes, absolutely, incorporating insurance policy requirements for trust assets is not only possible but often a crucial element of comprehensive …
A testamentary trust, established through a will and taking effect after death, can indeed be a powerful tool to mitigate …
The question of whether you can mix *per stirpes* and *per capita* distribution rules within a single trust is complex …
The question of restricting trust distributions upon a spouse’s remarriage is a common one for Ted Cook, a Trust Attorney …