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Point Loma Estate Planning Law

Can I use a testamentary trust to explore democratic governance models in wealth distribution?

June 3, 2025 by admin

The question of utilizing a testamentary trust to experiment with democratic wealth distribution is a fascinating intersection of estate planning, …

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Can I specify requirements for professional trustee accreditation?

June 3, 2025 by admin

The question of specifying requirements for professional trustee accreditation is becoming increasingly relevant as the complexities of estate planning rise …

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Can a trust be designed to pass unused funds to a charitable organization?

June 3, 2025 by admin

Absolutely, a trust can be strategically designed to direct any remaining, unused funds to a charitable organization of the grantor’s …

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How long does trust administration take?

June 3, 2025 by admin

The duration of trust administration can vary dramatically, ranging from a few months to several years, and is heavily dependent …

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Can I restrict inheritance if beneficiaries lack estate-specific education?

June 3, 2025 by admin

The question of whether to restrict inheritance based on a beneficiary’s financial or estate-specific education is a growing concern for …

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Can I create a co-trustee model with rotating leadership?

May 9, 2025 by admin

The concept of co-trusteeship, where multiple individuals share the responsibility of managing a trust, is a common and often beneficial …

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Can I create a bypass trust to maintain long-term family property ownership?

May 9, 2025 by admin

The question of preserving family property for generations is a common concern, especially in a state like California with its …

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Can I convert an existing irrevocable trust into a CRT?

May 9, 2025 by admin

The question of converting an existing irrevocable trust into a Charitable Remainder Trust (CRT) is a complex one, frequently posed …

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Can I condition inheritance on living within a specific area?

May 9, 2025 by admin

The question of whether you can condition an inheritance on a beneficiary residing in a specific geographic location is a …

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Can I choose how the trust income is distributed—monthly or quarterly?

May 9, 2025 by admin

The flexibility in distributing trust income—whether monthly, quarterly, annually, or even upon specific events—is a common question for clients of …

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Recent Posts

  • Can a CRT make payments in kind rather than cash?
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