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Point Loma Estate Planning Law

Can I set a limit on how much a beneficiary can withdraw annually?

May 10, 2025 by admin

The question of limiting annual beneficiary withdrawals from a trust is a common one for Ted Cook, a trust attorney …

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Can I Sell Property Held in the Trust?

May 10, 2025 by admin

The question of selling property held within a trust is a common one for beneficiaries and trustees alike, and the …

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Can I Reward Heirs Who Participate in Restorative Family History Efforts?

May 10, 2025 by admin

The desire to incentivize heirs to engage in restorative family history work is increasingly common, especially as families grapple with …

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Can I revoke a previously signed will?

May 10, 2025 by admin

The question of whether you can revoke a previously signed will is a common one for individuals engaging in estate …

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Can I restrict trust-owned properties from being used for short-term rentals?

May 10, 2025 by admin

The question of restricting short-term rentals (STRs) of properties held within a trust is increasingly common, particularly in areas experiencing …

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