How do you advise clients with high-value estates and limited liquidity?
Advising clients with substantial estates yet limited cash flow—a surprisingly common scenario—requires a nuanced approach far beyond simply drafting documents. …
How do I update my estate plan if I move to another country?
Moving to a new country is a significant life change, and it necessitates a thorough review and update of your …
How do I set up an irrevocable trust?
Establishing an irrevocable trust is a significant step in estate planning, offering potential benefits like asset protection, tax advantages, and …
How do I protect my estate from being contested in court?
Estate contests, while not the majority of cases, are a genuine concern for anyone planning their estate. Approximately 5% of …
How do I plan for charitable bequests without affecting family inheritances?
Planning for charitable giving as part of your estate plan is a generous act, reflecting a desire to support causes …
How do I include personal effects in my trust?
Estate planning often centers around significant assets like real estate and investments, but the sentimental value of personal property—jewelry, artwork, …
How do I ensure ongoing care for a pet through my trust?
Planning for the future often focuses on our human loved ones, but many pet owners deeply desire to ensure their …
How much does it cost to create a testamentary trust?
Establishing a testamentary trust, a trust created within a will, is a crucial step in estate planning, offering a method …
How is the trust administered after my death?
The administration of a trust after someone’s passing is a critical phase, ensuring assets are distributed according to the grantor’s …
How is a Trustee Compensed?
The question of trustee compensation is a frequent one for Ted Cook, a trust attorney in San Diego, and often …