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Point Loma Estate Planning Law

Can I tie community-based initiatives to family inheritance milestones?

June 6, 2025 by admin

The idea of linking family inheritance with support for community-based initiatives is gaining traction, reflecting a shift toward values-driven estate …

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Can the court appoint a trustee for a testamentary trust?

June 6, 2025 by admin

Yes, the court absolutely can appoint a trustee for a testamentary trust, and often does so when circumstances necessitate it, …

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Can a trustee delegate authority to a financial advisor?

June 6, 2025 by admin

The question of whether a trustee can delegate authority to a financial advisor is a common one, and the answer …

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Can I prohibit withdrawals for luxury goods or high-risk investments?

June 6, 2025 by admin

As an estate planning attorney in San Diego, I frequently encounter clients wanting to ensure their beneficiaries use inherited wealth …

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Can the trust sponsor community garden plots for therapeutic activity?

June 6, 2025 by admin

Trusts, while often associated with financial and property management, possess a remarkable flexibility that extends to supporting beneficial community endeavors …

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Can I specify currency for distributions in an international context?

May 10, 2025 by admin

The question of specifying currency for distributions within an international trust context is remarkably complex, a tapestry woven with threads …

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Can I specify a shared family residence owned through the trust?

May 10, 2025 by admin

The question of specifying a shared family residence within a trust is a common one for families seeking to utilize …

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Can I set up staggered distributions for my children?

May 10, 2025 by admin

The question of how and when to distribute assets to children after a parent’s passing is a common one for …

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Can I set up an emergency override provision in my trust?

May 10, 2025 by admin

The question of establishing an emergency override provision within a trust is increasingly common, particularly as individuals contemplate potential future …

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Can I set up a trust for my digital assets?

May 10, 2025 by admin

The question of whether you can establish a trust for your digital assets is becoming increasingly prevalent in our digitally-dependent …

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