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Point Loma Estate Planning Law

Can I fund estate-based internships for youth in the family?

June 4, 2025 by admin

Establishing estate-based internships for young family members is an intriguing concept, blending estate planning with opportunities for generational wealth transfer …

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Can I instruct the charity to spend funds within a specific timeframe?

June 4, 2025 by admin

The question of directing a charity to expend funds within a set timeframe is a surprisingly common one for those …

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Can a bypass trust pay for green vehicle subsidies for family members?

June 4, 2025 by admin

The question of whether a bypass trust can pay for green vehicle subsidies for family members is complex, hinging on …

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Can I require that trust-held properties be maintained to green building standards?

June 4, 2025 by admin

As an estate planning attorney in San Diego, I frequently encounter clients who wish to embed their values into the …

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Can I name a corporate trustee in a testamentary trust?

June 4, 2025 by admin

Yes, you absolutely can name a corporate trustee in a testamentary trust, and it’s a decision with increasing popularity for …

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Can I make a trust part of my business continuity plan?

May 10, 2025 by admin

Business continuity planning is crucial for any enterprise, large or small, aiming to weather unforeseen storms—be it natural disasters, economic …

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Can I link trust distributions to ethical behavior standards?

May 10, 2025 by admin

The question of whether trust distributions can be legitimately linked to ethical behavior standards is increasingly pertinent in estate planning …

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Can I link funding to beneficiaries’ children’s performance or behavior?

May 10, 2025 by admin

The question of whether you can link trust funding to beneficiaries’ children’s performance or behavior is a surprisingly common one …

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Can I limit trustee discretion to avoid high-risk financial decisions?

May 10, 2025 by admin

The question of trustee discretion is central to effective trust administration, particularly when safeguarding assets and ensuring alignment with the …

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Can I limit trust asset exposure to volatile markets?

May 10, 2025 by admin

The question of shielding trust assets from the turbulence of volatile markets is paramount for any prudent trustee or trust …

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Recent Posts

  • Can the trust cover initial setup of independent budgeting tools?
  • Can I specify different trustees for income vs. principal management?
  • Can the trust fund continuing education for retirees?

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